Tax Manager (Bend, OR)

Mercer Advisors•Bend, OR

16h

About The Position

Mercer Advisors is seeking a Tax Manager to join its Tax Team, which works with wealth advisors to provide tax compliance services to high-net-worth clients. The Tax Manager leads client relationships and prepares, reviews, signs, and delivers income tax returns, tax projections, and analysis for individuals, trusts, and businesses. The role emphasizes client service and offers a supportive work environment without audits, assurance work, billable-hour requirements, or business-development requirements. The Tax Manager communicates with clients about tax matters, performs tax research, addresses tax questions and notices, keeps current on tax-law changes, and explains their effects to clients. The role also includes mentoring assigned tax staff. Work is generally scheduled Monday through Friday, 8 a.m. to 5 p.m., with Saturdays as needed during tax season and occasional early or late hours to meet deadlines. The position may be based in a professional office or a dedicated home office workspace. Basic technology is provided. The listed base pay range is $93,500–$110,000 USD, with eligibility for incentive compensation. Mercer Advisors describes its workplace as having a flexible national footprint and offers a comprehensive benefits package.

Requirements

At least 5 years of public accounting experience or equivalent experience.
Bachelor’s degree in Accounting or a related field.
CPA and/or EA required.
Strong tax-code knowledge and general accounting skills.
Ability to handle a large volume of activities at one time.
Ability to communicate concepts to clients and advisors in a concise, understandable manner.
Detail-oriented, highly organized, and strong time-management skills.
Availability during standard business hours Monday through Friday, 8 a.m. to 5 p.m.; Saturdays as needed during tax season, with occasional early or late hours as business needs and deadlines require.

Nice To Haves

Tax return experience within Portland, Oregon.
Master’s degree in Tax.
Experience with CCH, including Axcess, Workflow, and Practice, and SafeSend.

Responsibilities

Prepare, review, and sign tax returns for high-net-worth individuals, trusts, and businesses.
Apply state tax knowledge, including allocations and state-specific items, particularly for Oregon, California, and Washington.
Create quarterly estimates and projections.
Communicate clearly and concisely with clients on matters related to income tax return delivery.
Perform tax research.
Respond accurately and promptly to tax questions, estimates, projections, and analysis from tax and wealth-management clients.
Work with tax staff to respond to tax notices and review correspondence.
Stay current on tax law and changes, and communicate the effects of changes to clients.
Mentor assigned Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the 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 of 8 weeks.
Maternity benefits that combine company-paid short-term disability, any supplemental short-term disability, and 8 weeks of parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving needs and life challenges.
401(k) retirement plan with Traditional and Roth plans, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Incentive compensation eligibility.