Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
We are looking for a Sr. Manager, Tax Services (“Sr. Manager”) to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth and ultra-high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in 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 Sr. Manager is primarily responsible for leading client relationships and a group of tax professionals, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Sr. Manager has a passion for client service with experience in individual and entity tax preparation and review. The Sr. Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.
This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.
Essential Job Functions will include:
- Coordinating the activities of the tax team; managing process, output and deliverables that drive an efficient team and exceptional client experience.
- Drive team attainment of service level agreements (SLAs) and key performance indicators (KPIs).
- Analyze daily/weekly/monthly team performance data, deliver performance feedback and coaching to ensure the team is responsive to clients and tasks are completed in a timely manner.
- Identify areas for process improvement at the individual and team level.
- Support ongoing technology initiatives, assisting with documentation, implementation, and troubleshooting.
- Designing, developing, and enforcing operational procedures that are scalable and meet the firm’s service standards.
- Take an active role in leading and facilitating the tax processes in our CRM, including ongoing processing to ensure exceptional advisor and client experience.
- Updating procedures, assuring accuracy, and conveying policy changes to team members.
- Spearheading, recommending, and developing procedures that guide the firm in maintaining and improving its competitive position and profitability.
- Other duties as needed.
Required Knowledge, Skills, and Abilities:
- Minimum 7+ years of public accounting experience, or equivalent experience
- Minimum 2 years of management and/or leadership experience
- Bachelor’s degree in Accounting or related field
- Strong tax code knowledge and general accounting skills
- CPA and/or EA required
- Advanced degree/certification preferred (e.g., MST, JD, LLM, CFP)
- 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
- Client first attitude including a passion for providing an excellent client experience
Work Schedule: This professional role requires 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. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.
Salary: Average annual salary range for this position across our locations is: $135,000 to $155,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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