Tax Manager (Encino, CA)

Mercer Advisors • Encino, CA

6d • Hybrid

About The Position

Mercer Advisors is seeking a Tax Manager to join their Tax Team. This group provides tax compliance services to high-net-worth clients in conjunction with wealth advisors. The role offers a good work/life balance, a fun and supportive environment, and direct client interaction, without the pressures of billable hours, business development, or audit/assurance work found in traditional public accounting firms. The Tax Manager will lead client relationships, prepare, review, and deliver income tax returns, tax projections, and analysis. The ideal candidate has a passion for client service, experience in individual and entity tax preparation and review, superior communication skills, and the ability to multitask in a fast-paced environment.

Requirements

• Minimum 5+ years of public accounting experience, or equivalent experience.
• Bachelor’s degree in Accounting or related field.
• Strong tax code knowledge and general accounting skills.
• CPA and/or EA required.

Nice To Haves

• Master’s degree in Tax a plus.
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
• Highly organized and tax-oriented.
• Ability to handle a large volume of activities at one time.
• Ability to communicate concepts to clients and advisors in concise and understandable fashion.
• Must be detail-oriented and have excellent time-management skills.

Responsibilities

• Prepare, review, and sign tax returns for high-net-worth individuals, trusts, and businesses.
• Create quarterly estimates and projections.
• Communicate clearly and concisely with clients on all matters related to income tax return delivery.
• Perform tax research.
• Respond timely and accurately to tax questions, estimates, projections, and analysis for both tax and wealth management clients.
• Work with tax staff to respond to tax notices and review correspondence.
• Stay up-to-date on tax law changes and communicate their effects to clients.
• Mentor a team of 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 & 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

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