Tax Partner - UHNW

The role

You will serve as the lead tax advisor and strategist for Regis families with complex wealth. You will lead tax engagements, build multi-year tax strategies, and manage a team of tax professionals.

What you will do

• Serve as lead tax advisor for a select group of Regis families
• Build practical, year-round, and multi-year tax strategies
• Lead and develop a select team of UHNW-focused tax professionals
• Oversee staffing, engagement economics, billing, and service quality
• Identify planning opportunities and risks from business transactions and other factors
• Oversee tax compliance directly or through coordination with external firms
• Lead response to significant federal and state tax notices and examinations
• Partner with Regis wealth advisors and broader team members
• Coordinate tax calendar with families' outside advisors
• Support new client development and evolve the tax service model

Required qualifications

• CPA license required
• 12–15+ years of progressive tax experience
• Majority of experience advising clients with balance sheets of $25M or greater
• Meaningful experience with $100M+ families required
• Deep technical command of individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation
• Experience identifying cross-border tax and reporting issues
• Experience managing significant tax notices, examinations, and controversy matters
• Meaningful experience advising entrepreneurs, business owners, executives, and multi-generational families
• Excellent written and verbal communication skills
• Demonstrated ability to lead and develop high-performing tax professionals
• Ability to travel up to 10%

Nice to have

• Advanced degree in taxation (MST/LL.M.)
• Law degree
• Comparable technical credential
• Experience at a family office, multi-family office, wealth management firm, or national accounting firm

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.