merceradvisors
Tax Manager - West Coast (Hybrid)
At a Glance
- Location
- United States
- Work Regime
- remote
- Experience
- 5+ years
- Posted
- 2026-03-02T16:57:16-05:00
Key Requirements
Certifications
- CPA
Domain Knowledge
- Accounting
- Education
- Insurance
- Medical
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
CPA and/or EA required
Experience with UltraTax and SurePrep a plus.
Highly organized and tax-oriented
At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
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.
Company Paid Basic Life & AD&D Insurance
Responsibilities
The Tax group is a dedicated team of professionals who work in 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 enjoy the 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.
As a member of the Tax Team, the Tax Manager I is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients.
The Tax Manager I has a passion for client service with experience in individual and entity tax preparation and review.