Tax Manager (Hybrid - Denver, CO)

Mercer Advisors•Denver, CO

1d•Hybrid

About The Position

Mercer Advisors is seeking a Tax Manager to join their Tax Team. This team works in conjunction with wealth advisors to provide tax compliance services to high-net-worth clients. The role offers a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients, without the headaches of billable hours, audits, assurance work, or business development requirements found in traditional public accounting firms. The Tax Manager will lead client relationships, prepare, review, and deliver income tax returns, tax projections, and analysis for clients. The ideal candidate has a passion for client service, experience in individual and entity tax preparation and review, is personable, demonstrates superior communication skills, and can multi-task in a fast-paced tax services 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.
Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
Perform tax research
Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
Work with tax staff to respond to tax notices and review of correspondence
Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
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 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