Tax Manager (Southern California - Newport Beach, Irvine, San Diego)
About The Position
Mercer Advisors is seeking a Tax Manager II to join its Tax Team, which partners with wealth advisors to provide tax compliance services to high-net-worth clients. The role focuses on leading client relationships and reviewing and delivering income tax returns, tax projections, and analysis for individuals, trusts, and businesses. It offers a client-service-focused environment without audit or assurance work or business-development requirements. The Tax Manager II communicates with clients about tax matters, conducts tax research, responds to tax questions and notices, and keeps clients informed about changes in tax law. The position also includes mentoring tax staff. Work is based in a professional office or a dedicated home office workspace. The role requires availability Monday through Friday, 8 a.m. to 5 p.m., Saturdays as needed during tax season, and occasional early or late hours to meet deadlines.
Requirements
- At least 6 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 handle a large volume of activities at one time.
- Ability to communicate concepts to clients and advisors concisely and understandably.
- Detail-oriented with excellent time-management skills.
- Availability during Monday through Friday, 8 a.m. to 5 p.m.; Saturdays as needed during tax season; and occasional early or late hours to meet deadlines.
Nice To Haves
- Master’s degree in Tax.
- Experience with CCH, including Axcess, Workflow and Practice, and SafeSend.
Responsibilities
- Review and sign tax returns for high-net-worth individuals, trusts, and businesses.
- Create quarterly estimates and projections.
- Communicate clearly with clients on matters related to delivering income tax returns.
- Perform tax research.
- Respond promptly and accurately to tax questions, estimates, projections, and analysis for tax and wealth-management clients.
- Work with tax staff to respond to tax notices and review correspondence.
- Stay current on tax law and communicate the effects of law changes 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 medical 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 utilizing 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.
- Incentive compensation eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
