Senior Tax Manager (West Coast)
Company:Mercer Advisors
Location:USA
Languages:English
Seniority level:Senior, 7+ years
Experience:7+ years
Skills:
LeadershipMicrosoft ExcelCommunication SkillsMentoringAccountingAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingClient relationship management
Requirements:
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 UltraTax and SurePrep a plus Highly organized and tax-oriented Ability to communicate concepts to clients and advisors concisely Detail-oriented with excellent time-management skills Client-first attitude
Responsibilities:
Research, analyze, review, and sign tax returns for individuals, trusts, and businesses for HNW and UHNW clients. Provide insight on clients’ current entity structures, family businesses, entity level tax issues and philanthropic strategies. Analyze, prepare, review, or adjust quarterly estimates and projections. Communicate clearly and concisely with clients on income tax return delivery. Respond timely and accurately to tax questions, estimates, projections, and analysis. Work with tax staff to respond to tax notices and review taxing agency correspondence. Stay up to date on tax law changes and communicate their effects to clients. Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.
