Senior Tax Director, UHNW
Mercer Advisors
full-time
Posted on:
Location Type: Hybrid
Location: California • Colorado • United States
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Salary
💰 $180,000 - $225,000 per year
Job Level
About the role
- Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives.
- Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills.
- Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions.
- Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients
- Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies.
- Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences.
- Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and 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
- All other duties as assigned
Requirements
- Minimum 15+ years of public accounting experience, or equivalent tax experience
- Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
- Advanced tax code knowledge, application and accounting skills
- Experience with CCH suite, a plus
- Highly organized
- 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.
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
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax planningtax strategywealth transferphilanthropic strategiestax return reviewtax code knowledgeaccounting skillsentity structure analysiscorporate tax issuespublic accounting experience
Soft Skills
interpersonal communicationrelationship buildingclient retentionclear communicationdetail-orientedtime-managementteam playercollaborativeclient first attitudementorship
Certifications
CPAJDMSLLM