Senior Tax Manager
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- 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.
- Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns.
- Responsible for timely and accurate response to tax questions, estimates, projections, and analysis.
- Work with tax staff to respond to tax notices and review of taxing agency correspondence.
- Stays up to date on tax law and any changes, as well as researching and communicating the effects of the law changes to clients.
- Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
- All other duties as assigned.
Requirements
- 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
- Advanced degree preferred (e.g., MST, JD, LLM, CFP)
- Experience with UltraTax and SurePrep a plus
- 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.
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax return preparationtax analysisquarterly estimatestax projectionsentity level tax issuesphilanthropic strategiestax law researchpublic accountinggeneral accounting skillsdetail-oriented
Soft skills
clear communicationtimely responsementoringorganizational skillstime-managementclient-focusedconcise communicationanalytical thinkingproblem-solvingteam collaboration
Certifications
CPAEAMSTJDLLMCFP