[Hiring] Senior Tax Manager @Mercer Advisors

Role Description

We're hiring a Senior Tax Manager to lead client relationships and own the tax work for a book of tech clients. You'll review and sign returns, build projections, and give planning advice that helps clients make better decisions about their equity and income.

Our tax group is also rethinking how tax work gets done. We use AI and technology to work smarter and faster. We test new processes constantly and work directly with our engineers and product team to shape the tools we use. This role is a big part of that.

What you'll do

• Lead client relationships and be the main tax contact for your clients.
• Review and sign individual income tax returns, including complex multi-state and equity-heavy returns.
• Build and review tax projections, quarterly estimates and planning analyses.
• Advise clients on equity compensation: ISOs, NSOs, RSUs, ESPPs, 83(b) elections and exercise strategy.
• Help founders and investors with liquidity events, QSBS, fund K-1s and carried interest.
• Answer client tax questions clearly and quickly.
• Resolve tax notices and agency correspondence.
• Track tax law changes and explain what they mean for clients.
• Test new AI-driven workflows and give the engineering and product teams direct feedback.

Qualifications

• 8+ years of individual tax experience in public accounting or a similar setting.
• CPA or EA, with authority to sign returns.
• Deep knowledge of individual income tax, especially equity compensation and multi-state issues.
• Experience leading client relationships and explaining complex topics simply.
• Comfort owning your work end to end.
• Curiosity about AI and new tools.
• A real passion for client service.
• Experience with CCH Axcess and Bloomberg Tax (BNA) Income Tax Planner is a plus.

Requirements

• Core hours are Monday through Friday, 9 AM to 6 PM local time.
• Some longer days come with tax deadlines.
• This role is remote within the U.S.

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.
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.