Tax Manager I

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary - which means we are committed to always working in the clients' best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live -with no formal headquarters, and many flexible working arrangements - so we can assemble the best team.

Job Summary:

We are looking for a Tax Manager I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Tax Manager I is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager I has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

Essential Job Functions will include:

• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses

• Create quarterly estimates and projections.

• Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns

• Perform tax research

• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients

• Work with tax staff to respond to tax notices and review of correspondence

• Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients

• Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.

• All other duties as assigned

Required Knowledge, Skills, and Abilities:

• Minimum 5+ years of public accounting experience, or equivalent experience

• 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 UltraTax and SurePrep 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 in concise and understandable fashion

• Must be detail-oriented and have excellent time-management skills

Salary: Average annual salary range for this position across our locations is: $100,000 to $140,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan

• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan

• Two comprehensive Dental Plans

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care

• 14 Company Paid Holidays with a full week off at Thanksgiving

• Generous paid time off program for vacation and sick days

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave (6 weeks)

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more

• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match

• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.