Sr. Manager, Tax Services (UHNW)- Encino, CA or Woodland Hills, CA

Mercer Advisors•Los Angeles, CA

3d•$136,000 - $160,000•Hybrid

About The Position

Mercer Advisors is seeking a Sr. Manager, Tax Services (UHNW) to join its Tax Team, which provides tax compliance services to high-net-worth and ultra-high-net-worth clients in conjunction with wealth advisors. The role leads client relationships and a group of tax professionals, reviewing and delivering income tax returns, tax projections, and analyses. It emphasizes client service, individual and entity tax preparation and review, clear communication, and the ability to manage multiple priorities in a fast-paced tax services environment. The team does not perform audits or assurance work, and the position has no business development requirements. The position offers a flexible work-from-home schedule or office work, with periodic coordinated office visits for team collaboration. The work schedule is Monday through Friday, 8 a.m. to 5 p.m., with weekend availability as needed during tax season and occasional early or late hours to meet deadlines. The work may be performed in a professional office or a dedicated, interruption-free home office. Basic technology needs are provided. The role routinely involves sitting and standing, with no heavy lifting over 10 pounds. The base pay range is $136,000–$160,000 USD, with eligibility for incentive compensation. Actual base pay depends on factors including location, experience, education, skills, and licenses or certifications.

Requirements

At least 7 years of public accounting experience or equivalent experience.
At least 2 years of management and/or leadership 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 clearly.
Detail-oriented with excellent time-management skills.
Client-first attitude and passion for providing an excellent client experience.
Availability during standard business hours Monday through Friday, 8 a.m. to 5 p.m.; weekends as needed during tax season, and occasional early or late hours to meet business needs.

Nice To Haves

Advanced degree or certification, such as MST, JD, LLM, or CFP.
Experience with CCH, BNA, or SafeSend.

Responsibilities

Coordinate tax team activities and manage processes, output, and deliverables to support an efficient team and strong client experience.
Review and sign tax returns for high-net-worth individuals, trusts, and businesses.
Drive the team’s attainment of service level agreements (SLAs) and key performance indicators (KPIs).
Analyze team performance data and provide feedback and coaching to support timely, responsive service.
Identify opportunities for process improvement at the individual and team levels.
Support technology initiatives, including documentation, implementation, and troubleshooting.
Design, develop, and enforce scalable operational procedures that meet firm service standards.
Lead and facilitate tax processes in the CRM, including ongoing processing to support advisor and client experience.
Update procedures, ensure accuracy, and communicate policy changes to team members.
Recommend and develop procedures to maintain and improve the firm’s competitive position and profitability.
Perform other duties as needed.

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 copay plan; Kaiser medical plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two 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 of 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 needs and other life challenges.
401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Flexible work-from-home schedule.