Newport Beach
620 Newport Center Dr.
Suite 1030
Newport Beach, CA 92660, USA
Newport Beach
620 Newport Center Dr.
Suite 1030
Newport Beach, CA 92660, USA
Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary - which means we are committed to always working in the clients' best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live -with no formal headquarters, and many flexible working arrangements - so we can assemble the best team.
Job Summary:
We are looking for a Tax Manager to join our Tax Team.The Tax group is a dedicated team of professionals who workin conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients.We are looking for someone who loves client service but does not enjoythe headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.
As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in personal and corporate tax preparation. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.
This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be coordinated visits to the office to collaborate with the team.
Essential Job Functions for the Tax Manager will include:
- Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
- Create quarterly estimates and projections.
- Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
- Perform tax research
- Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
- Work with tax staff to respond to tax notices and initial preparation of corresponding letters.
- Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
- Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Assistants in the local office or region, as assigned.
- All other duties as assigned
Required Knowledge, Skills and Abilities:
- 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
- Experience with UltraTax and SurePrep a plus.
- 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
- Must be detail-oriented and have excellent time-management skills
Work Schedule:
Daytime and evening hours as needed
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.
Average annual salary range for this position across our locations is: $100,000 to $140,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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
- 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.