Senior Tax Manager - UHNW (Irvine, CA)

Mercer Advisors•Irvine, CA

2d•Hybrid

About The Position

Mercer Advisors is seeking a Senior Tax Manager (UHNW) to join its Tax Team, which provides tax compliance services to high-net-worth and ultra-high-net-worth clients in collaboration with wealth advisors. The role leads client relationships and oversees the review and delivery of income tax returns, tax projections, and tax analysis. It calls for a strong client-service orientation and experience preparing and reviewing individual and entity tax filings. The position does not involve audit or assurance work and has no business-development requirements. The role offers a flexible work-from-home schedule or the option to work in the office, with coordinated office visits for team collaboration. The standard schedule is Monday through Friday, 8 a.m. to 5 p.m., with Saturdays as needed during tax season. Early or late hours may occasionally be needed to meet business tasks and deadlines. The working environment may be a professional office or a dedicated, interruption-free home office; basic technology will be provided. Work routinely involves sitting and standing, with no heavy lifting over 10 pounds. The advertised base pay range is $136,000–$160,000, with eligibility for incentive compensation. Mercer Advisors describes its benefits as competitive and robust, with programs addressing employees’ and eligible dependents’ health and welfare needs.

Requirements

At least 7 years of public accounting experience or equivalent experience.
Bachelor’s degree in Accounting or a related field.
Strong tax-code knowledge and general accounting skills.
CPA and/or EA required.
Highly organized and tax-oriented.
Ability to explain concepts to clients and advisors concisely and understandably.
Detail-oriented, with excellent time-management skills.
Client-first attitude and a passion for providing an excellent client experience.
Availability during standard business hours Monday through Friday, 8 a.m. to 5 p.m., and Saturdays as needed during tax season; early or late hours may be required at times.

Nice To Haves

Advanced degree, such as an MST, JD, LLM, or CFP.
Experience with CCH, including Axcess, Workflow, and Practice, and SafeSend.

Responsibilities

Research, analyze, review, and sign individual, trust, and business tax returns for high-net-worth and ultra-high-net-worth clients.
Advise on clients’ entity structures, family businesses, entity-level tax issues, and philanthropic strategies.
Analyze, prepare, review, or adjust quarterly tax estimates and projections as needed.
Communicate clearly with clients regarding delivery of income tax returns.
Respond accurately and promptly to tax questions, estimates, projections, and analysis requests.
Work with tax staff to respond to tax notices and review taxing-agency correspondence.
Stay current on tax law and changes, research their effects, and communicate those effects to clients.
Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the assigned local office or region.
Perform other duties as assigned.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay plan; Kaiser plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account for child and dependent care.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid parental leave (8 weeks).
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving and other needs.
401(k) retirement plan with Traditional and Roth plans, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.