Teams at Mercer Advisors

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

Prepare and deliver individual, trust, and business income tax returns, projections, and analyses for high-net-worth clients. Provide client communication, tax research, respond to notices, coordinate with support staff, and stay current on tax law changes. Support timely, accurate tax services and collaborate with wealth advisors.

The Financial Planner prepares comprehensive financial plans, analyzes client data, collaborates with teams, and stays updated on financial topics while ensuring a seamless client experience.