Tax Manager - West Coast (Hybrid)

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

• 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 CCH, including Axcess, Workflow and Practice, and Safe Send, 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.
• Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM, 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 the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.

The role involves 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after‑tax option.
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.

Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.

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