Tax Manager
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Tax Manager leading returns, projections, and equity-compensation planning for tech clients. Helping Mercer Advisors’ wealth-management clients make informed tax decisions.
Responsibilities:
- Lead client relationships and serve as the main tax contact
- Review and sign individual income tax returns, including complex multi-state and equity-heavy returns
- Build and review tax projections, quarterly estimates, and planning analyses
- Advise clients on equity compensation, including ISOs, NSOs, RSUs, ESPPs, 83(b) elections, and exercise strategy
- Help founders and investors with liquidity events, QSBS, fund K-1s, and carried interest
- Answer client tax questions
- Resolve tax notices and agency correspondence
- Track tax law changes and explain implications to clients
- Test AI-driven workflows and provide feedback to engineering and product teams
Requirements:
- 8+ years of individual tax experience in public accounting or a similar setting
- CPA or EA, with authority to sign returns
- Deep knowledge of individual income tax, especially equity compensation and multi-state issues
- Experience leading client relationships and explaining complex topics simply
- Comfort owning your work end to end
- Curiosity about AI and new tools
- Passion for client service
- Experience with CCH Axcess and Bloomberg Tax (BNA) Income Tax Planner is a plus
- Ability to work Monday through Friday, 9 AM to 6 PM local time
- This role is remote within the U.S.
Benefits:
- 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)
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services
- 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing
Similar Jobs
Sales and Use Tax Manager
Sales and Use Tax Manager leading multistate tax advisory engagements for Elliott Davis clients. Advising on compliance, audits, tax savings, technology, and client growth.
Tax Preparer I – Indirect Tax Compliance
Tax Preparer I handling indirect tax filings, notices, and client compliance. Supporting broadband and telecommunications connectivity initiatives in a fully remote role.
Tax Manager
Tax Manager developing tax strategies for high-net-worth clients and closely held businesses. Reviewing tax compliance, leading client projects, and mentoring tax professionals.
Associate Manager, International Tax
International Tax Associate Manager overseeing transfer pricing, Canadian tax, and global compliance for Hershey’s iconic confectionery brands. Building models and leading tax projects across finance and legal teams.
Senior Tax Manager
Senior Tax Manager converting and managing tax clients for an accounting firm. Reviewing complex returns, planning tax savings, researching issues, and supervising tax staff remotely.
Tax Manager
Tax Manager overseeing corporate tax compliance, ASC 740 reporting, IPO readiness, and AI-enabled tax operations for Cribl’s telemetry infrastructure platform.
Tax Resolution Specialist
U.S. Tax Resolution Specialist managing IRS tax resolution cases for BFG, a U.S.-based accounting and financial advisory firm. Representing taxpayers and coordinating filings, documentation, and IRS communications.
Tax Analyst
Tax Analyst supporting TAG Software Group’s Canadian, US, and international tax compliance. Maintaining cross-border tax schedules, provisions, filings, and audit support for TAG’s software portfolio.
Expat Tax Advisor
Expat Tax Advisor preparing and advising on U.S. tax returns for H&R Block clients living abroad. Delivering international tax support through a virtual platform.
Senior SAP SD Consultant – Tax Reform
Consultor SAP SD Sênior para AMS, melhorias contínuas e projetos de adequação à Reforma Tributária. Atuação 100% remota na Verus Brasil.
Senior Tax Manager
Tax Senior Manager leading complex individual and business tax compliance, planning, and advisory services. Managing client relationships, return reviews, tax research, and a team of 2 to 4.
Senior Tax Associate – Individual Tax Services
Senior Tax Associate providing tax preparation, review, planning, and consulting for Baker Tilly Partners. Fully remote contract role serving high-net-worth individual tax clients.
Senior Tax Manager – Individual Tax Services
Tax Senior Manager providing U.S. individual tax compliance, planning, and consulting for Baker Tilly Partners. Reviewing complex returns and advising approximately 75 high-net-worth individual clients remotely.
Associate Regulatory Tax Analyst – Seasonal
Regulatory Tax Analyst analyzing federal and state tax law changes for H&R Block’s tax software. Documenting requirements and guiding developers and QA teams.
Tax Pro Advisor
Tax Pro Advisor leading a tax team and advising high-net-worth individuals and entrepreneurial businesses. Tax Alchemy role covering planning, quality review, and client engagements.
Senior Tax Consultant – SR&ED
Senior Tax Consultant preparing SR&ED tax credit claims for innovative Canadian companies. Managing client engagements and supporting CRA reviews using TaxPrep and financial analysis.
Sales Tax Associate
Sales Tax Associate preparing sales tax returns and researching tax issues for ConnectCPA’s virtual accounting firm. Reviewing bookkeeping and managing multiple remote clients.
Senior Tax Associate – Employment Tax Advocacy, Controversy
Senior Associate providing federal and state employment tax controversy and advisory services. Investigating tax issues and advising Baker Tilly clients, a public accounting and advisory firm.
Tax Manager
Tax Manager leading tax planning and compliance for healthcare practice owners and service businesses. Managing a multi-million-dollar tax book and coaching preparers in a fully remote U.S.-based firm.
Senior Analyst, Treasury & Tax Operations
Senior Treasury and Tax Analyst managing payments, banking, cash, and tax operations for EDB, a Postgres data and AI platform company. Supporting global entities, compliance, investments, and treasury controls.