• Assist the tax team in gathering, organizing, and reviewing client documents • Input financial data and prepare workpapers for individual and business tax returns • Support the preparation of basic tax returns under supervision • Communicate with clients to request missing information or clarify details • Help implement firm processes such as electronic filing, tax document management, and client onboarding • Participate in training and professional development to prepare for advancement

• Assist with preparation of tax plans for business owners • Review and analyze tax returns (1040, 1065, 1120S, etc.) to identify planning opportunities • Support quarterly planning reviews and implementation steps • Conduct tax research and summarize findings for the advisory team • Prepare client-facing summaries, action items, and follow-up documentation • Coordinate with tax preparation/accounting team to support plan execution • Maintain organized client files and workflow tracking in our systems

Role Description Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients. We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Director is primarily responsible for: - Leading and deepening client relationships - Reviewing and signing income tax returns - Delivering tax projections and analysis for our UHNW clients The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions will include: - Partnering with UHNW clients to identify their tax goals, analyze their tax landscape, and develop recommendations that help them work towards their tax and financial planning objectives. - Communicating complex tax solutions to clients, utilizing interpersonal communication and relationship building skills. - Ensuring client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions. - Reviewing and signing individual, gift, trust, corporate, and partnership tax returns for UHNW clients. - Providing insight on clients’ current entity structures, family businesses, corporate tax issues, and philanthropic strategies. - Researching and analyzing sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences. - Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns. - Working with tax staff to respond to tax notices and review correspondence. - Assisting with the advancement of technical knowledge and mentorship of less experienced tax team members. - All other duties as assigned. Qualifications - Minimum 15+ years of public accounting experience, or equivalent tax experience - Advanced degree or designation required (e.g., CPA or JD, MS/LLM) - Advanced tax code knowledge, application, and accounting skills - Experience with CCH suite, a plus - Highly organized - Ability to communicate concepts to clients and advisors in a 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 Requirements - Location: Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time), with a preference for West Coast or Mountain. - Work Schedule: Availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. - Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. 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

This Jobot Job is hosted by: Colleen Gormley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $185,000 per year A bit about us: Our client, a mid-sized CPA firm based out of Illinois, is looking for experience tax professionals to join their specialized estate, gifts & trusts team! Join a wonderful firm that offers exceptional work/life balance and benefits of larger firms combined with white-glove client service of a boutique firm! Why join us? Work/life balance Work fully remote, hybrid, or from our Northbrook or Frankfort offices. Generous paid time off, personal days, and sick days Medical/Dental 401k Job Details Job Details: Prepare and review estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041) Collaborate with trust administrators, attorneys, and clients on estate and trust administration Review trust and estate plan documents and help clients with their estate planning analysis Be a trusted advisor to affluent families, helping them navigate complex tax matters with confidence Gain exposure to estate administration and trust funding. Qualifications: Bachelor’s degree (or equivalent legal or paralegal education) MST, JD, or LLM a plus but not required Licensed EA, CPA or Attorney a plus but not required 3+ years of experience in gift/estate experience An understanding of the concepts of Estate, Trust and Gift planning Excellent communication and presentation skills Ability to create and manage relationships with outside professionals, especially estate attorneys Ability to delegate work and help mentor staff Proficient in Microsoft Office products (Excel, Outlook and Teams) Familiarity with CCH Axcess or ProSystem or other software equivalents such as GEMS; GO RS experience is a bonus Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy