Tax Director (Client Development)

Mercer Advisors

13d•$170,000 - $200,000

About The Position

We are looking for a Tax Director to join our Tax team to analyze and build tax planning strategies for our high-net-worth and ultra-high-net-worth clients. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our HNW and UHNW clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in 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. In addition, this role will partner closely with our Client Development team to support growth efforts by providing tax expertise in prospect conversations, client meetings, and relationship‑expansion opportunities. This includes identifying tax-related planning opportunities, participating in client development initiatives, and helping strengthen the firm’s value proposition during the sales process. As a member of the Tax Team, the Tax Director is primarily responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Director has a passion for client service with experience in individual, entity and complex tax preparation and review. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.

Requirements

Minimum 10+ years of public accounting experience, or equivalent experience
Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
Advanced tax code knowledge, application and accounting skills
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
Team player, collaborative and able to work in concert with others
Client first attitude including a passion for providing an excellent client experience
Comfort participating in client development discussions and supporting relationship‑building efforts

Nice To Haves

Experience with UltraTax and Sureprep a plus

Responsibilities

Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients
Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise
Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations
Responsible for clear & concise communication with clients on all matters related to the delivery of 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
Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives
Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies
Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals
All other duties as assigned

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