Tax Manager (Southern California - Newport Beach, Irvine, San Diego)

The role

The Tax Manager II will lead client relationships and provide tax compliance services to high-net-worth clients. This role involves reviewing and delivering income tax returns, tax projections, and analysis.

What you will do

• Review and sign tax returns for high-net-worth individuals, trusts, and businesses
• Create quarterly estimates and projections
• Communicate with clients on the delivery of income tax returns
• Perform tax research
• Respond to tax questions, estimates, projections, and analysis
• Work with tax staff to respond to tax notices and review correspondence
• Stay up to date on tax law and communicate changes to clients
• Mentor a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists

Required qualifications

• Minimum 6+ 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 handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Detail-oriented
• Excellent time-management skills

Nice to have

• Master’s degree in Tax
• 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

Before you apply

• Not accepting unsolicited resumes from agencies and/or search firms

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, tax, estate, and more. It is an independent fiduciary ranked #1 for RIA firms with up to $70 billion in assets by Barron’s for two consecutive years.