Senior Tax Manager - UHNW (Irvine, CA)

The role

The Senior Tax Manager (UHNW) leads client relationships and reviews income tax returns, projections, and analysis for high-net-worth and ultra-high-net-worth clients. This role involves providing insight on entity structures, family businesses, and philanthropic strategies while mentoring tax staff.

What you will do

• Research, analyze, review and sign tax returns for individual, trust, and business tax returns for HNW and UHNW clients.
• Provide insight on clients’ current entity structures, family businesses, entity level tax issues and philanthropic strategies.
• Analyze, prepare, review, or adjust quarterly estimates and projections as needed.
• Communicate clearly and concisely with clients on all matters related to the delivery of income tax returns.
• Respond timely and accurately to tax questions, estimates, projections, and analysis.
• Work with tax staff to respond to tax notices and review of taxing agency correspondence.
• Stay up to date on tax law and communicate the effects of law changes to clients.
• Mentor a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.
• Perform all other duties as assigned.

Required qualifications

• Minimum 7+ 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
• Highly organized and tax-oriented
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills
• Client first attitude including a passion for providing an excellent client experience

Nice to have

• Advanced degree (e.g., MST, JD, LLM, CFP)
• 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 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

Before you apply

• We are not accepting unsolicited resumes from agencies and/or search firms
• 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 for RIA firms with up to $70 billion in assets by Barron’s for two consecutive years.