UHNW Tax Leader | Senior Manager (Hybrid)

Warmada; Irvine (CA); Hybrid; USD 136,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Dental plans

Vision insurance

401(k) with match

Paid holidays

Job summary

Mercer Advisors in Irvine, CA seeks a Sr. Tax Manager (UHNW) to lead client relationships, review and deliver income tax returns and projections for high-net-worth clients.

The role emphasizes superb client service, technical tax expertise, and leadership within a collaborative Tax Team in a fast-paced environment. This hybrid role offers a dynamic workplace with opportunities to mentor staff and engage with a diverse client base, supported by extensive benefits and ongoing professional

Qualifications

• 7+ years of public accounting experience or equivalent
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• CPA and/or EA required
• Advanced degree preferred (e.g., MST, JD, LLM, CFP)
• Experience with CCH Axcess, Workflow and Practice, and SafeSend is a plus
• Highly organized and tax-oriented
• Ability to communicate concepts clearly to clients and advisors
• Detail-oriented with excellent time-management skills
• Client-focused with a commitment to exceptional client service

Responsibilities

• Research, analyze, review and sign tax returns for individuals, trusts, and business returns for HNW/UHNW clients
• Provide insight on client entity structures, family businesses, and philanthropic strategies
• Analyze, prepare, review, or adjust quarterly estimates and projections
• Communicate clearly with clients regarding income tax returns
• Respond to tax questions, estimates, projections, and analysis in a timely manner
• Collaborate with tax staff to respond to notices and tax authority correspondence
• Stay updated on tax law changes and communicate effects to clients
• Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the office or region
• Perform other duties as assigned

Skills

Public accounting experience

Client communication

Tax knowledge

Mentoring/leadership

Education

Bachelor’s degree in Accounting

CPA and/or EA

Advanced degree (MST/JD/LLM/CFP)

Tools

CCH Axcess

CCH Workflow and Practice

SafeSend

Job description

Mercer Advisors in Irvine, CA seeks a Sr. Tax Manager (UHNW) to lead client relationships, review and deliver income tax returns and projections for high-net-worth clients.

The role emphasizes superb client service, technical tax expertise, and leadership within a collaborative Tax Team in a fast-paced environment. This hybrid role offers a dynamic workplace with opportunities to mentor staff and engage with a diverse client base, supported by extensive benefits and ongoing professional