Tax Manager (Southern California - Newport Beach, Irvine, San Diego)

Mercer Advisors•San Diego, CA

16h•$124,525 - $146,500•Hybrid

About The Position

Mercer Advisors is seeking a Tax Manager II to join its Tax Team, which provides tax compliance services to high-net-worth clients in collaboration with wealth advisors. The role emphasizes client service and offers a supportive work environment, work/life balance, and direct work with a wide range of clients. The team does not perform audits or assurance work, and the position has no business development requirements. The Tax Manager II leads client relationships and reviews and delivers income tax returns, tax projections, and analysis. The role requires experience in individual and entity tax preparation and review, strong communication skills, and the ability to manage multiple priorities in a fast-paced tax services environment. The position also mentors tax staff assigned to the local office or region. This professional role requires availability Monday through Friday from 8 a.m. to 5 p.m., with Saturdays as needed during tax season. Early or late hours may occasionally be needed to meet deadlines. Work may be performed in a professional office or a dedicated, interruption-free home office; basic technology needs will be provided. The role involves routinely sitting and standing, with no heavy lifting over 10 pounds. The base pay range is $124,525–$146,500, and the position is also eligible for incentive compensation.

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 simultaneously.
Ability to communicate concepts to clients and advisors concisely and understandably.
Detail-oriented with excellent time-management skills.
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 sometimes be required.

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 tax estimates and projections.
Communicate clearly and concisely with clients about the delivery of income tax returns.
Perform tax research.
Respond in a timely and accurate manner 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 up to date on tax law and changes, and communicate the effects of law changes to clients.
Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
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 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 of 8 weeks.
Maternity benefits using company-paid short-term disability, supplemental short-term disability if applicable, 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.