Job Description

Tax Responsibilities:

-Research, analyze, review and sign tax returns for individual, trust, and business tax returns.

-Provide insight on clients’ current entity structures, family businesses, entity level tax issues and philanthropic strategies.

-Analyze, prepare, review, or adjust quarterly estimates and projections as needed.

Client Communication:

-Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns.

-Responsible for timely and accurate response to tax questions, estimates, projections, and analysis.

-Work with tax staff to respond to tax notices and review of taxing agency correspondence.

Team Leadership:

-Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.

-Stays up to date on tax law and any changes, as well as researching and communicating the effects of the law changes to clients.

-Collaborate with the team during coordinated visits to the office.

About Mercer Advisors

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.

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