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

Mercer Advisors • Woodland Hills, CA

2d • 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. This role leads client relationships and a group of tax professionals, reviewing and delivering income tax returns, tax projections, and analysis. It offers a flexible work-from-home schedule with periodic coordinated office visits, and does not involve audits, assurance work, or business development requirements.

The Sr. Manager coordinates tax team activities and manages processes, outputs, and deliverables to support an efficient team and strong client experience. The role includes reviewing and signing returns for individuals, trusts, and businesses; monitoring service levels and performance; coaching team members; improving processes; and supporting technology and CRM initiatives. Work is generally scheduled Monday through Friday, 8 a.m. to 5 p.m., with weekends as needed during tax season and occasional early or late hours to meet deadlines. The position may be performed in a professional office or a dedicated home office workspace.

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 credential required.
• Experience preparing and reviewing individual and entity tax returns.
• Ability to communicate concepts clearly and concisely to clients and advisors.
• Strong organization and attention to detail, 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, with occasional early or late hours to meet deadlines.

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.
• Review and sign tax returns for high-net-worth individuals, trusts, and businesses.
• Drive team attainment of service level agreements (SLAs) and key performance indicators (KPIs).
• Analyze team performance data and provide feedback and coaching to promote responsive client service and timely task completion.
• 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, assure accuracy, and communicate policy changes to team members.
• Recommend and develop procedures to help 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.
• Medical plans, including Cigna options and Kaiser plans in California.
• Health Savings Account with company contributions for employees enrolled in an HDHP medical plan.
• Dental insurance.
• Vision insurance.
• Dependent Care Savings Account.
• 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, including company-paid 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 and per-pay-period match.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
• Incentive compensation eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior