Sr. Manager, Tax Services (UHNW)- Encino, CA or Woodland Hills, CA

The role

The Sr. Manager, Tax Services (UHNW) leads client relationships and a group of tax professionals. This person reviews and delivers income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients.

What you will do

• Coordinating the activities of the tax team
• Review and sign tax returns for high-net-worth individuals, trusts, and businesses
• Drive team attainment of service level agreements and key performance indicators
• Analyze team performance data and deliver performance feedback and coaching
• Identify areas for process improvement
• Support ongoing technology initiatives
• Designing, developing, and enforcing operational procedures
• Leading and facilitating tax processes in the CRM
• Updating procedures and conveying policy changes to team members
• Developing procedures to improve competitive position and profitability

Required qualifications

• Minimum 7+ years of public accounting experience, or equivalent experience
• Minimum 2 years of management and/or leadership experience
• Bachelor’s degree in Accounting or related field
• Strong tax code knowledge and general accounting skills
• CPA and/or EA required
• Highly organized and tax-oriented
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented
• Excellent time-management skills
• Client first attitude

Nice to have

• Advanced degree/certification (e.g., MST, JD, LLM, CFP)
• Experience with CCH, BNA, 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

Before you apply

• Mercer Advisors participates in E-Verify

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.