Senior Tax Director (UHNW) - West Coast

Описание вакансии

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.\*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

\* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

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.

Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.

Essential Job Functions will include:

• Partners 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.
• Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions.
• Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients
• Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies.
• Research and analyze 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
• Work with tax staff to respond to tax notices and review of correspondence
• Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
• All other duties as assigned

Required Knowledge, Skills, and Abilities:

• 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 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

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: 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.

#LI-Remote

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.

Base Pay Range

$180,000—$225,000 USD

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

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

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.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. *This inbox is for accommodation requests only.*

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

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