Tax Partner – UHNW

Mercer Advisors

Mercer Advisors Tax Partner leading integrated tax strategy, compliance, and controversy matters for ultra-high-net-worth families. Advising complex estates, businesses, trusts, investments, and succession plans across the USA.

Posted 8/4/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $250,000 - $400,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advanced tax planning strategies for ultra-high net worth families, including individual, fiduciary, partnership, corporate, estate, and gift taxation. Proven ability to lead and develop high-performing tax teams while managing complex tax compliance and controversy matters.

Highest-signal resume keywords

CPA License12–15+ Years Tax ExperienceAdvanced Tax Planning StrategiesCross-Border Tax IssuesTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax Strategy DevelopmentTax Notice ManagementWealth Transfer PlanningBusiness Succession PlanningRisk ManagementFinancial AnalysisTaxation of TrustsEstate PlanningCharitable Giving Strategies

Soft Skills

Excellent Communication SkillsIntegrityConfidentialityClient CommitmentTeam Collaboration

Certifications & Qualifications

CPA LicenseAdvanced Degree in Taxation (MST/LL.M.)

Industry Keywords

Ultra-High Net Worth FamiliesFamily OfficeMulti-Family OfficeWealth ManagementNational Accounting Firm

About the role

Key responsibilities & impact

Serve as the lead tax advisor and primary point of accountability for a select group of Regis families, maintaining and growing a book of clients with balance sheets that often exceed +$100M.
Build practical, year-round, and multi-year tax strategies tailored to each family’s goals, ownership structures, businesses, trusts, investments, charitable activities, and succession plans.
Lead and develop a select team of UHNW-focused tax professionals, overseeing staffing, engagement economics, billing, and service quality.
Identify planning opportunities and risks involving business transactions, concentrated positions, real estate, carried interests, equity compensation, major charitable gifts, residency changes, and cross-border exposure.
Oversee tax compliance directly or through active review and coordination with external CPA firms or internal tax teams.
Lead responses to significant federal and state tax notices, examinations, and controversy matters, coordinating with counsel and specialists.
Partner with wealth advisors and teams across estate planning, investments, financial planning, and family office services.
Coordinate tax calendars and responsibilities with outside CPAs, attorneys, trustees, investment bankers, valuation professionals, controllers, and other advisors.
Support prospective client meetings and help evolve the tax service model, team, and technology.

Requirements

What you’ll need

CPA license required.
12–15+ years of progressive tax experience; meaningful experience with $100M+ families required.
Deep technical command of individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation.
Experience with advanced tax planning strategies for ultra-high net worth families.
Experience identifying cross-border tax and reporting issues and working with international tax specialists.
Experience managing significant tax notices, examinations, and controversy matters, including coordination with tax counsel.
Experience advising entrepreneurs, business owners, executives, and multi-generational families through liquidity events, business succession, wealth transfer, and significant transactions.
Ability to analyze complex facts and deliver clear, practical recommendations.
Excellent written and verbal communication skills.
Demonstrated ability to lead and develop high-performing tax professionals.
Comfort operating in a team-based, integrated advisory environment within a regulated RIA structure.
Unquestioned integrity, confidentiality, sound risk management, and commitment to client interests.
Ability to travel up to 10%.
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours.
Advanced degree in taxation (MST/LL.M.), law degree, or comparable technical credential strongly preferred.
Experience at a family office, multi-family office, wealth management firm, or national accounting firm strongly preferred.

Benefits

Comp & perks

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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Remote work from a dedicated home office workspace
Basic technology needs provided to satisfy position requirements
Annual bonus and other incentive compensation may be included in the total compensation package