Tax Manager (san Francisco, Ca)

Mercer Advisors

San Francisco, California, United States
Base: $106,250 - $125,000 usd; bonus/equity: eligi...
On-site
Prepare and review income tax returns
Create quarterly tax estimates and projections
Strong knowledge of tax code and accounting
Mercer Advisors is a top-ranked RIA firm seeking a Tax Manager to provide comprehensive tax compliance services to high-net-worth clients

Job Summary

  • Mercer Advisors is a top-ranked RIA firm seeking a Tax Manager to provide comprehensive tax compliance services to high-net-worth clients.
  • The role involves preparing, reviewing, and signing tax returns for individuals, trusts, and businesses while mentoring a team of tax associates.
  • Employees enjoy a flexible work environment with no business development requirements, competitive benefits including paid parental leave, and a robust 401(k) match.

Matching Summary

Mercer Advisors is a top-ranked RIA firm seeking a Tax Manager to provide comprehensive tax compliance services to high-net-worth clients.

Salary

Base: $106,250 - $125,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid time off

Skills & Requirements

Must-have

  • Prepare and review income tax returns
  • Create quarterly tax estimates and projections
  • Strong knowledge of tax code and accounting
  • Experience with CCH software suite
  • Mentor team of tax associates

Nice-to-have

  • Passion for client service without billable hours
  • Flexible multi-tasking in fast-paced environment
  • Master's degree in Taxation
  • Experience with SafeSend and Axcess
  • Superior communication skills

Key Requirements

  • Minimum 5+ years public accounting experience
  • Bachelor's degree in Accounting or related field
  • CPA or EA certification required
  • Availability during standard business hours and tax season Saturdays

Work Rights

Not specified

Tailored Resume

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