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Tax Director - West Coast (Client Development)

1 week, 2 days ago
United States
Full-time
Lead
Business Development
Sales and Business Development
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 33

Description

  • Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives.
  • Research, analyze, and review individual, corporate, and partnership tax returns for HNW and UHNW clients.
  • Lead a niche area such as UHNW client segmentation or highly complex tax law subject matter expertise.
  • Provide insight on clients’ entity structures, family businesses, corporate tax issues, and philanthropic strategies.
  • Review sophisticated wealth transfer and philanthropic models, including federal and state income and estate tax consequences.
  • Independently review and summarize planning documents such as irrevocable trusts and operating agreements, then provide analysis and recommendations.
  • Help advance technical knowledge and mentor less experienced tax team members.
  • Identify tax-related opportunities that strengthen client relationships and support business development strategies.
  • Participate in client and prospect conversations to articulate tax planning value and improve the client experience.
  • Perform other assigned duties as needed.

Requirements

  • 10+ years of public accounting experience, or equivalent experience.
  • Advanced degree or professional designation required, such as CPA, JD, MS, or LLM.
  • Advanced knowledge of tax code application and accounting principles.
  • Experience with UltraTax and SurePrep is a plus.
  • Strong organizational skills with a tax-oriented mindset.
  • Ability to communicate complex concepts clearly and concisely to clients and advisors.
  • Excellent attention to detail and time-management skills.
  • Ability to work collaboratively as a team player.
  • Client-first attitude and passion for delivering an excellent client experience.
  • Comfort participating in client development discussions and relationship-building efforts.
  • Availability during standard business hours, Monday through Friday from 8 AM to 5 PM, with occasional early or late hours as needed.

Benefits

  • Base salary range of $170,000 to $200,000 USD.
  • Eligibility for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA contributions for eligible HDHP plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional and Roth options, match, and after-tax contribution option.

Interested in this position?

Apply directly on the company website

Apply Now

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