Tax Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $140.3k - $165k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Tax

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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

• Lead client relationships and serve as the main tax contact • Review and sign individual income tax returns, including complex multi-state and equity-heavy returns • Build and review tax projections, quarterly estimates, and planning analyses • Advise clients on equity compensation, including ISOs, NSOs, RSUs, ESPPs, 83(b) elections, and exercise strategy • Help founders and investors with liquidity events, QSBS, fund K-1s, and carried interest • Answer client tax questions • Resolve tax notices and agency correspondence • Track tax law changes and explain implications to clients • Test AI-driven workflows and provide feedback to engineering and product teams

🎯 Requirements

• 8+ years of individual tax experience in public accounting or a similar setting • CPA or EA, with authority to sign returns • Deep knowledge of individual income tax, especially equity compensation and multi-state issues • Experience leading client relationships and explaining complex topics simply • Comfort owning your work end to end • Curiosity about AI and new tools • Passion for client service • Experience with CCH Axcess and Bloomberg Tax (BNA) Income Tax Planner is a plus • Ability to work Monday through Friday, 9 AM to 6 PM local time • This role is remote within the U.S.

🏖️ 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing

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