Tax Partner – UHNW

🕒 August 4

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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

• 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

• 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