Senior Tax Director – West Coast

Mercer Advisors

. Partner with UHNW clients to identify tax goals, analyze tax landscapes, and develop tax and financial planning recommendations .

Posted 10/7/2026full-timeUnited StatesSenior💰 $180,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced tax code knowledge and the ability to develop tailored tax and financial planning recommendations for UHNW clients. Proven experience in mentoring tax team members and effectively communicating complex tax solutions to clients.

Highest-signal resume keywords

15+ Years Public Accounting ExperienceAdvanced Degree (CPA, JD, MS/LLM)Advanced Tax Code KnowledgeExperience with CCH (Axcess, Workflow, Practice, SafeSend)Client-First Attitude

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax PlanningTax Return ReviewWealth-Transfer StrategiesPhilanthropic StrategiesEntity Structure AnalysisCorporate Tax IssuesTax ComplianceFinancial AnalysisTax Strategy DevelopmentDetail-Oriented

Soft Skills

Excellent CommunicationOrganizational SkillsTime ManagementCollaborative Team PlayerClient Relationship Building

Tools & Technologies

CCH AxcessCCH WorkflowCCH PracticeSafeSend

Certifications & Qualifications

CPAJDMS/LLM

Industry Keywords

UHNW ClientsPublic AccountingTax LandscapeIncome Tax ReturnsClient RetentionTax NoticesProfessional Office Environment

About the role

Key responsibilities & impact

Partner with UHNW clients to identify tax goals, analyze tax landscapes, and develop tax and financial planning recommendations
Communicate complex tax solutions to clients
Build meaningful, long-lasting client relationships and support client retention
Review and sign individual, gift, trust, corporate, and partnership tax returns
Provide insight on entity structures, family businesses, corporate tax issues, and philanthropic strategies
Research and analyze wealth-transfer and philanthropic strategies, including federal and state income-tax consequences
Communicate clearly with clients regarding tax strategy and income-tax returns
Work with tax staff to respond to tax notices and review correspondence
Advance technical knowledge and mentor less experienced tax team members
Perform other assigned duties

Requirements

What you’ll need

Minimum 15+ years of public accounting experience, or equivalent tax experience
Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
Advanced tax code knowledge, application and accounting skills
Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus
Highly organized
Ability to communicate concepts to clients and advisors concisely and understandably
Detail-oriented with excellent time-management skills
Collaborative team player
Client-first attitude and passion for excellent client experience
Availability Monday through Friday, 8AM–5PM, Saturdays as needed during tax season
Must be within 30 miles of a Mercer Advisors office
Ability to work in a professional office or dedicated home-office workspace

Benefits

Comp & perks

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
401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing
Incentive compensation eligibility