Senior Tax Director - West Coast

The role

The Tax Director delivers tax planning strategies for high-net-worth and ultra-high net worth clients. This person leads client relationships, reviews and signs tax returns, and provides tax projections and analysis.

What you will do

• Partner with UHNW clients to identify tax goals and develop recommendations
• Communicate complex tax solutions to clients
• Ensure client retention through relationship building
• Review and sign individual, gift, trust, corporate and partnership tax returns
• Provide insight on entity structures, family businesses, corporate tax issues and philanthropic strategies
• Research and analyze models of wealth transfer and philanthropic strategies
• Communicate with clients on tax strategy and income tax returns
• Work with tax staff to respond to tax notices and review correspondence
• Assist with technical knowledge advancement and mentorship of tax team members

Required qualifications

• Minimum 15+ years of public accounting experience, or equivalent tax experience
• Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
• Advanced tax code knowledge, application and accounting skills
• Highly organized
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Detail-oriented
• Excellent time-management skills
• Team player, collaborative and able to work in concert with others
• Client first attitude

Nice to have

• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend

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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.