Role Description

Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients.

We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of 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 Director is primarily responsible for:

• Leading and deepening client relationships
• Reviewing and signing income tax returns
• Delivering tax projections and analysis for our UHNW clients

The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.

Essential Job Functions will include:

• Partnering with UHNW clients to identify their tax goals, analyze their tax landscape, and develop recommendations that help them work towards their tax and financial planning objectives.
• Communicating complex tax solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensuring client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions.
• Reviewing and signing individual, gift, trust, corporate, and partnership tax returns for UHNW clients.
• Providing insight on clients’ current entity structures, family businesses, corporate tax issues, and philanthropic strategies.
• Researching and analyzing sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences.
• Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns.
• Working with tax staff to respond to tax notices and review correspondence.
• Assisting with the advancement of technical knowledge and mentorship of less experienced tax team members.
• All other duties as assigned.

Qualifications

• Minimum 15+ years of public accounting experience, or equivalent tax experience
• Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
• Advanced tax code knowledge, application, and accounting skills
• Experience with CCH suite, a plus
• Highly organized
• Ability to communicate concepts to clients and advisors in a concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills
• Team player, collaborative, and able to work in concert with others
• Client-first attitude including a passion for providing an excellent client experience

Requirements

• Location: Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time), with a preference for West Coast or Mountain.
• Work Schedule: 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. 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

• 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