Senior Tax Manager

Mercer Advisors

. Lead client relationships for high-net-worth and ultra-high-net-worth clients .

Posted 11/9/2026full-timeUnited StatesSenior💰 $158,950 - $187,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge of tax codes and accounting principles, with a strong focus on client relationship management for high-net-worth individuals. Proven ability to mentor junior staff and communicate complex tax concepts clearly to clients.

Highest-signal resume keywords

Public Accounting ExperienceTax Code KnowledgeCPA And/Or EA CertificationClient Relationship ManagementMentoring And Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax AnalysisQuarterly Estimates PreparationEntity-Level Tax IssuesPhilanthropic Strategies

Soft Skills

Detail-OrientedExcellent Time-ManagementClear CommunicationClient First AttitudeHighly Organized

Tools & Technologies

CCH AxcessCCH WorkflowCCH PracticeSafeSend

Certifications & Qualifications

CPAEAMSTJDLLMCFP

Industry Keywords

High-Net-Worth ClientsUltra-High-Net-Worth ClientsPublic AccountingTax Law ChangesTax Notices

About the role

Key responsibilities & impact

Lead client relationships for high-net-worth and ultra-high-net-worth clients
Research, analyze, review, and sign individual, trust, and business tax returns
Provide insight on entity structures, family businesses, entity-level tax issues, and philanthropic strategies
Analyze, prepare, review, or adjust quarterly estimates and projections
Communicate clearly with clients on income tax return delivery
Respond accurately and promptly to tax questions, estimates, projections, and analysis
Work with tax staff to respond to tax notices and review taxing agency correspondence
Stay current on tax law changes and communicate their effects to clients
Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists
Perform other assigned duties

Requirements

What you’ll need

Minimum 7+ years of public accounting experience, or equivalent experience
Bachelor’s degree in Accounting or related field
Strong tax code knowledge and general accounting skills
CPA and/or EA required
Advanced degree preferred (e.g., MST, JD, LLM, CFP)
Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, 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
Availability during standard business hours Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season
Ability to work early or late hours when needed to meet business tasks and deadlines
Basic technology proficiency for the position

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) 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
Flexible work from home schedule
Incentive compensation eligibility