Tax Manager

🕒 Março 3

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Mercer Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1985

🛡️ Seguros

💼 Consultoria

💳 Fintech

Insurance • Consulting • Fintech

A Mercer Advisors é uma empresa de consultoria financeira abrangente que se concentra em simplificar e ampliar a vida financeira dos clientes. Eles oferecem um serviço de estilo family office, proporcionando uma equipe unificada de planejadores financeiros, investidores, contadores e especialistas em patrimônio que elaboram planos financeiros personalizados para as necessidades individuais. Com mais de 40 anos de experiência, a empresa enfatiza um serviço personalizado, focado em fiduciário, sem comprometer a gestão de portfólio em nível institucional, tornando-o acessível para famílias e indivíduos que buscam melhorar seu futuro financeiro.

Descrição

• 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 review of correspondence • 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 Support Specialists in the local office or region, as assigned. • All other duties as assigned

🎯 Requisitos

• Minimum 5+ 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 • Master’s degree in Tax a plus • 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

🏖️ Benefícios

• 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