Mercer Advisors · 2 days ago
Senior Tax Manager (West Coast)
United States
Full-time
Remote
Senior Level
7+ years expMercer Advisors is a leading financial services firm dedicated to enhancing the financial lives of families. The Senior Tax Manager will lead client relationships and oversee the delivery of tax compliance services for high-net-worth clients, ensuring timely and accurate tax return preparation and analysis.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
Research, analyze, review and sign tax returns for individual, trust, and business tax returns for HNW and UHNW clients
Provide insight on clients’ current entity structures, family businesses, entity level tax issues and philanthropic strategies
Analyze, prepare, review, or adjust quarterly estimates and projections as needed
Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
Responsible for timely and accurate response to tax questions, estimates, projections, and analysis
Work with tax staff to respond to tax notices and review of taxing agency correspondence
Stays up to date on tax law and any changes, as well as researching and communicating 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
Qualification
Required
Minimum 7+ 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
Highly organized and tax-oriented
Ability to communicate concepts to clients and advisors in concise and understandable fashion
Must be detail-oriented and have excellent time-management skills
Client first attitude including a passion for providing an excellent client experience
Preferred
Advanced degree preferred (e.g., MST, JD, LLM, CFP)
Experience with UltraTax and SurePrep a plus
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 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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
H1B Sponsorship
Mercer Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-07
2026-01-07
Company data provided by crunchbase