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Job Summary:
- Serve as lead tax advisor and primary point of accountability for Regis families.
- Build practical, year-round, and multi-year tax strategies tailored to each family's goals and structures.
Essential Job Functions:
- Lead and develop a select team of UHNW-focused tax professionals, overseeing staffing, engagement economics, and service quality.
- Identify planning opportunities and risks from business transactions, concentrated positions, real estate, and cross-border exposure.
- Oversee tax compliance and coordinate with clients' outside CPAs, attorneys, and other advisors.
Knowledge, Skills, and Abilities:
- CPA license required; advanced degree in taxation strongly preferred.
- 12–15+ years of progressive tax experience, with the majority advising clients with balance sheets of $25M or greater.
- Deep technical command of individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation.
Mercer Advisors
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities, and we are an independent fiduciary with a flexible, national footprint and a diverse team.