UHNW Tax Services Manager — Flexible, Remote Leadership

Mercer Advisors Inc.; Los Angeles (CA); Ibrido; USD 136.000 - 160.000; Tempo pieno

Vantaggi offerti da questo lavoro

Company Paid Life Insurance

Disability Insurance

Dental Plans

Vision Insurance

Health Savings Account (HSA)

Paid Holidays

Parental Leave

401(k) Retirement Plan with match

Adoption Assistance

Descrizione del lavoro

Mercer Advisors is seeking a Senior Manager, Tax Services (UHNW) to lead our Tax Team, delivering income tax returns, projections, and analysis for high-net-worth clients with a client-first focus. The role emphasizes strong communication, leadership, and collaboration with wealth advisors in a flexible work environment.

The position offers a balanced work/life vibe, no default audits or assurance work, and opportunities to mentor a diverse client portfolio while supporting ongoing technology

Competenze

• Minimum 7+ years of public accounting experience, or equivalent
• Minimum 2 years of management and/or leadership experience
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• CPA and/or EA required
• Advanced degree/certification preferred (e.g., MST, JD, LLM, CFP)
• Experience with CCH, BNA, SafeSend a plus.

Mansioni

• Coordinating the activities of the tax team; managing process, output and deliverables that drive an efficient team and exceptional client experience
• Review and sign tax returns for high-net-worth individuals, trusts, and businesses
• Drive team attainment of service level agreements (SLAs) and key performance indicators (KPIs)
• Analyze daily/weekly/monthly team performance data, deliver performance feedback and coaching to ensure the team is responsive to clients and tasks are completed in a timely manner
• Identify areas for process improvement at the individual and team level
• Support ongoing technology initiatives, assisting with documentation, implementation, and troubleshooting
• Designing, developing, and enforcing operational procedures that are scalable and meet the firm’s service standards
• Take an active role in leading and facilitating the tax processes in our CRM, including ongoing processing to ensure exceptional advisor and client experience
• Updating procedures, assuring accuracy, and conveying policy changes to team members
• Spearheading, recommending, and developing procedures that guide the firm in maintaining and improving its competitive position and profitability
• Other duties as needed.

Conoscenze

Tax knowledge

Leadership

Communication

Attention to detail

Time management

CPA/EA

Formazione

Bachelor’s degree in Accounting or related field

Strumenti

CCH

BNA

SafeSend

Descrizione del lavoro

Mercer Advisors is seeking a Senior Manager, Tax Services (UHNW) to lead our Tax Team, delivering income tax returns, projections, and analysis for high-net-worth clients with a client-first focus. The role emphasizes strong communication, leadership, and collaboration with wealth advisors in a flexible work environment.

The position offers a balanced work/life vibe, no default audits or assurance work, and opportunities to mentor a diverse client portfolio while supporting ongoing technology