Mercer Advisors
Mercer Advisors Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Offers company equity
Offers employee discounts
Offers performance bonuses
Offers dental insurance
Offers vision insurance
Offers health insurance
Offers Health Savings Account (HSA)
Provides family medical leave
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers an Employee Assistance Program (EAP)
Offers generous PTO
Provides paid sick days
Provides paid holidays
Provides bereavement leave
Career Growth + Development
Provides customized development tracks
Job training & conferences
Provides tuition assistance
Company Culture
Offers a remote work program
Provides a mobile phone discount
Recently posted jobs
Financial Services
Leads tax client relationships for high-net-worth and ultra-high-net-worth individuals, trusts, and businesses. Reviews and signs tax returns, prepares projections and estimates, analyzes entity structures and tax strategies, responds to tax notices, researches tax law changes, communicates recommendations to clients and advisors, and mentors tax staff. The role requires strong public accounting and tax experience, CPA or EA credentials, and offers a hybrid work schedule.
Financial Services
Leads ultra-high-net-worth tax services, including client relationships, tax return review and signing, projections, analysis, team coordination, performance management, coaching, and process improvement. Develops scalable procedures, supports CRM and technology initiatives, ensures service-level and client experience standards, and communicates tax concepts to clients and advisors. Requires strong individual and entity tax expertise, leadership experience, and CPA or EA credentials.
Financial Services
Manage client relationships and day-to-day business management accounting activities, including financial statements, general ledger coding, investments, reconciliations, accounts payable and receivable, payroll, tax filings, insurance administration, and records management. The role also supervises assistants, ensures compliance and accuracy, handles client requests, and supports special projects.
