[Hiring] Tax Partner @Mercer Advisors

Role Description

At Mercer Advisors, our purpose is to amplify and simplify our clients’ financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers—as one unified team committed to doing what is right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients.

We are seeking an exceptional Tax Partner – Regis to lead the tax relationship for a select group of Regis families. The Tax Partner will advise on tax strategy and planning, coordinate implementation, and remain closely involved with the family’s tax reporting. In some engagements, Mercer will prepare the returns. In others, the Tax Partner will work with the family’s existing CPA firm or internal tax professionals, reviewing significant strategies, positions, and returns as appropriate. Regardless of who handles compliance, the Tax Partner will be an active member of the family’s advisory team and will make sure tax considerations are addressed as part of the family’s broader financial and estate plan.

Essential Job Functions

• Serve as the lead tax advisor for a select group of Regis families and take responsibility for the quality, coordination, responsiveness, and overall experience of the tax relationship.
• Understand each family’s goals, ownership structure, businesses, investments, trusts, charitable activities, liquidity needs, and succession plans, and use that knowledge to develop a practical, multi-year tax strategy.
• Lead year-round tax planning, including projections, estimated tax and liquidity planning, entity and compensation strategies, charitable planning, and advanced wealth transfer and investment strategies.
• Identify planning opportunities and risks arising from business transactions, investment activity, concentrated positions, real estate, carried interests, equity compensation, major charitable gifts, residency changes, and changes in tax law.
• Identify cross-border tax issues, including foreign trusts and entities, PFICs, GILTI, FATCA and FBAR reporting, expatriation, and treaty matters.
• Help the family determine the appropriate role for Mercer in the compliance process.
• Coordinate the tax calendar and division of responsibilities among Mercer, the family office, and the family’s other tax professionals.
• Carry planning through to implementation, including required elections, entity formation or restructuring, transaction reporting, basis and tax attribute tracking, documentation, and other follow-up items.
• Oversee significant federal and state tax notices, examinations, and controversy matters.
• Lead tax discussions with clients and explain complex matters clearly.
• Work closely with Regis wealth advisors and Mercer professionals in estate planning, investments, financial planning, insurance, and family office services.
• Collaborate with the family’s outside CPAs, internal tax professionals, attorneys, trustees, investment bankers, valuation professionals, controllers, and other advisors.
• Build trusted relationships with family members across generations and handle sensitive financial and family matters with discretion and good judgment.
• Lead and develop the tax professionals supporting Regis engagements.
• Manage staffing, engagement economics, billing, risk, and documentation while maintaining the high level of service expected by Regis families.
• Participate in prospective client meetings and help Regis leadership continue to improve the tax service model, team, technology, and client experience.

Qualifications

• CPA license required; advanced degree in taxation, law degree, or comparable technical credential strongly preferred.
• 12–15+ years of progressive tax experience, with significant responsibility for ultra-high net worth individuals and families.
• Experience leading complex client relationships and coordinating tax planning and compliance across multiple entities, jurisdictions, and professional advisors.
• Deep knowledge of individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation.
• Experience identifying cross-border tax and reporting issues and working effectively with international tax specialists.
• Experience managing significant tax notices, examinations, and controversy matters.
• Meaningful experience advising entrepreneurs, business owners, executives, investors, and multi-generational families.
• Ability to analyze complex facts, focus on the issues that matter, develop practical alternatives, and make a clear recommendation.
• Excellent written and verbal communication skills and the ability to explain sophisticated tax matters in plain language.
• Strong organizational skills, responsiveness, discretion, and the ability to manage competing priorities.
• Demonstrated ability to lead and develop high-performing tax professionals.
• Comfort working as part of an integrated advisory team and within a regulated RIA environment.
• Unquestioned integrity and a strong commitment to confidentiality and sound risk management.

Requirements

• This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
• At times, the role may have early or late hours to meet business tasks and deadlines.
• All roles classified as a non-exempt are required to record working time into the timekeeping system daily.

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).
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones.
• 401(k) Retirement Plan with both Traditional and Roth plans.
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals.