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.
Assist clients with booking travel accommodations and managing reservations. Provide accurate details about accommodations, amenities, and availability. Handle changes, modifications, and special requests promptly and professionally.
Destination Knot is a professional travel planning company dedicated to delivering personalized, high-quality travel experiences.