Senior Manager, Tax Services (UHNW)
New
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Mercer AdvisorsTax services
Location: Encino; Woodland Hills. This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.Full-TimeManager
SalaryBase Pay Range $136,000 — $160,000 USD. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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Job Details
- Experience
- Minimum 7+ years of public accounting experience, or equivalent experience; minimum 2 years of management and/or leadership experience.
- Required Skills
- AccountingClient relationship managementCRM
Requirements
- Have at least 7 years of public accounting experience or equivalent experience.
- Have at least 2 years of management and/or leadership experience.
- Hold a bachelor’s degree in Accounting or a related field.
- Have strong tax code knowledge and general accounting skills.
- Hold a CPA and/or EA credential.
- Have experience preparing and reviewing individual and entity tax returns.
- Be highly organized and tax-oriented.
- Communicate concepts to clients and advisors concisely and understandably.
- Demonstrate attention to detail and strong time-management skills.
- Be available Monday through Friday, 8 a.m. to 5 p.m., and as needed on weekends during tax season.
- Advanced degree or certification such as MST, JD, LLM, or CFP is preferred.
- Experience with CCH, BNA, or SafeSend is a plus.
Responsibilities
- Coordinate tax team activities, processes, output, and deliverables.
- Review and sign tax returns for high-net-worth individuals, trusts, and businesses.
- Lead client relationships and a group of tax professionals.
- Drive team attainment of service level agreements and key performance indicators.
- Analyze team performance data and provide feedback and coaching.
- Identify opportunities for individual and team process improvement.
- Support technology initiatives through documentation, implementation, and troubleshooting.
- Design, develop, and enforce scalable operational procedures.
- Lead and facilitate tax processes in the CRM.
- Update procedures and communicate policy changes to team members.
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