Tax Manager

🕒 vor 3 Monaten

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Mercer Advisors

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501 - 1000 Mitarbeiter

Gegründet 1985

💳 Fintech

💸 Finanzen

👥 B2C

Fintech • Finance • B2C

Mercer Advisors ist ein umfassendes Finanzberatungsunternehmen, das sich darauf konzentriert, das Finanzleben der Kunden zu vereinfachen und zu verbessern. Sie bieten einen Service im Stil eines Family Office und stellen ein einheitliches Team aus Finanzplanern, Anlegern, Buchhaltern und Nachlassspezialisten zur Verfügung, die Finanzpläne an individuelle Bedürfnisse anpassen. Mit über 40 Jahren Erfahrung legt das Unternehmen Wert auf personalisierten, treuhänderisch fokussierten Service, ohne Kompromisse bei der institutionellen Portfoliomanagement-Qualität einzugehen, und macht diese für Familien und Einzelpersonen zugänglich, die ihre finanzielle Zukunft verbessern möchten.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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