Wealth Tax Manager: Client‑Focused & Flexible Hours

Mercer Advisors; San Francisco (CA); On-site; USD 125,000 - 145,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Plan with match

Paid Holidays

Paid Parental Leave

Job summary

Mercer Advisors in San Francisco seeks a Tax Manager I to lead client relationships, prepare and review income tax returns for high‑net‑worth individuals, trusts, and businesses, and deliver tax projections and analyses. You will mentor a team of Tax Associates and collaborate with wealth advisors to provide tax compliance services without audits or billable-hour pressure.

The successful candidate will have 5+ years in public accounting, a CPA or EA, and strong knowledge of tax code.

Qualifications

• Minimum 5+ 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
• Master’s degree in Tax a plus
• Experience with CCH Axcess, Workflow and Practice, and SafeSend, a plus
• Highly organized and tax‑oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors concisely
• Must be detail‑oriented and have excellent time‑management skills

Responsibilities

• Prepare, review and sign tax returns for high‑net‑worth individuals, trusts, and businesses
• Create quarterly estimates and projections
• Communicate clearly with clients on tax delivery matters
• Perform tax research
• Respond to tax questions, estimates, projections, and analyses for tax and wealth management clients
• Coordinate with tax staff on notices and correspondence review
• Stay up to date on tax law changes and convey effects to clients
• Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists
• Other duties as assigned

Skills

Client service

Communication

Time management

Attention to detail

Multi-tasking

Education

Bachelor's degree in Accounting

CPA or EA

Master's in Tax (plus)

Tools

CCH Axcess

CCH Workflow/Practice

SafeSend

Job description

Mercer Advisors in San Francisco seeks a Tax Manager I to lead client relationships, prepare and review income tax returns for high‑net‑worth individuals, trusts, and businesses, and deliver tax projections and analyses. You will mentor a team of Tax Associates and collaborate with wealth advisors to provide tax compliance services without audits or billable-hour pressure.

The successful candidate will have 5+ years in public accounting, a CPA or EA, and strong knowledge of tax code.