Source Job

Responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients. Must be detail-oriented and possess excellent time-management skills. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.

Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.

• Oversee the preparation and review of fiduciary, estate, gift, and related individual income tax returns.
• Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning.
• Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies.

• Prepare federal and state individual 1040 tax returns using commercial tax preparation software.
• Help clients navigate the complexities of taxation.
• Interact with customers through video and audio tools in a professional, friendly, and confident manner.

Vaco, LLC respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents.

• Prepare and review federal and state fiduciary income tax returns, estate tax returns, and gift tax returns.
• Ensure timely and accurate filing of tax returns and estimated payments; maintain compliance calendars and oversee tax deadlines.
• Supervise and mentor junior staff, providing technical guidance and review support, while staying current on tax laws.

BPM is a company where caring and community is in their DNA, and they are always striving to be their best selves. Their shared entrepreneurial spirit drives them to see and do things differently and their passion for people makes BPM a place where everyone feels welcome.

• Review and optimize financial plans for tax efficiency.
• Develop tailored tax strategies for clients.
• Consult with Wealth Advisors on complex tax matters.

Wealthsimple helps everyone achieve financial freedom by reimagining what it means to manage your money with smart technology, making financial services transparent and low-cost.