Tax Director – Client Development
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $170,000 - $200,000 per year
Job Level
About the role
- Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients
- Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise
- Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
- Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
- Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations
- Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
- Work with tax staff to respond to tax notices and review of correspondence
- Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
- Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives
- Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies
- Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals
- All other duties as assigned
Requirements
- Minimum 10+ years of public accounting experience, or equivalent experience
- Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
- Advanced tax code knowledge, application and accounting skills
- 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
- Team player, collaborative and able to work in concert with others
- Client first attitude including a passion for providing an excellent client experience
- Comfort participating in client development discussions and supporting relationship‑building efforts
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 & Tools
tax returnstax lawwealth transferphilanthropic strategiesIrrevocable Trustsoperating agreementstax code knowledgeaccounting skillsUltraTaxSureprep
Soft Skills
clear communicationdetail-orientedtime-managementteam playercollaborativeclient first attitudepassion for client experienceability to communicate conceptsmentorshipanalytical skills
Certifications
CPAJDMSLLM