Tax Director
New
M
Mercer AdvisorsFinancial Services
Remote, USA, Monday through Friday from 8AM to 5PMFull-TimeDirector
Salary170,000 - 200,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 10+ years
- Required Skills
- Business Development
Requirements
- Minimum 10+ years of public accounting experience, or equivalent experience
- Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
- Advanced tax code knowledge, application and accounting skills
- Experience with UltraTax and Sureprep a plus
- Highly organized and tax-oriented
- Ability to communicate concepts to clients and advisors in concise and understandable fashion
- Detail-oriented with excellent time-management skills
- Team player, collaborative and able to work in concert with others
- Client first attitude with a passion for excellent client experience
- Comfort participating in client development discussions
Responsibilities
- Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives
- Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients
- Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise
- Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
- Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients
- Independently review and summarize planning documents to create an analysis of current planning strategies
- Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
- Identify tax‑related opportunities that enhance client relationships and support business development
View Full Description & ApplyYou'll be redirected to the employer's site
