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Mercer Advisors logo
Mercer Advisors

A family office for your family.

Tax Director – Client Development

TaxTaxOtherRemoteLeadTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

153 days ago

Salary

$170K - $200K / year

Seniority

Lead

Postgraduate Degree10 yrs expEnglish

Job Description

Tax Director – Client Development

Mercer Advisors

• Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients • Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise • Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies • Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences • Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns • Work with tax staff to respond to tax notices and review of correspondence • Assist with the advancement of technical knowledge and mentorship of less experienced tax team members • Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives • Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies • Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals • All other duties as assigned

Job Requirements

  • Minimum 10+ years of public accounting experience, or equivalent experience
  • Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
  • Advanced tax code knowledge, application and accounting skills
  • Experience with UltraTax and Sureprep a plus
  • Highly organized and tax-oriented
  • Ability to communicate concepts to clients and advisors in concise and understandable fashion
  • Must be detail-oriented and have excellent time-management skills
  • Team player, collaborative and able to work in concert with others
  • Client first attitude including a passion for providing an excellent client experience
  • Comfort participating in client development discussions and supporting relationship‑building efforts

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 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

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