Senior Tax Manager — Ultra-High-Net-Worth

Job overview

The Senior Tax Manager — Ultra-High-Net-Worth role is hybrid in Irvine, CA, with a flexible work-from-home schedule and coordinated office visits. Base pay is $136,000–$160,000 per year, with eligibility for incentive compensation. Mercer Advisors provides integrated financial planning, investment management, tax, estate, insurance, and related services to families. The manager leads client relationships and reviews and delivers income tax returns, projections, and analysis for high-net-worth and ultra-high-net-worth clients. The role also advises on entity structures and tax issues, responds to client questions and notices, tracks tax-law changes, and mentors tax team members to support accurate, responsive tax services.

What you'll do

• Research, analyze, review, and sign individual, trust, and business tax returns
• advise on entity structures, family businesses, entity-level tax issues, and philanthropic strategies
• prepare or review quarterly estimates and projections
• communicate with clients about tax return delivery and related questions
• coordinate responses to tax notices
• monitor tax-law changes and explain their effects
• mentor tax associates and support specialists.

What we're looking for

Skills & competencies

senior tax manager

ultra-high-net-worth

mercer advisors

irvine ca

hybrid

$136k–$160k/year

tax compliance

individual and entity returns

cpa or ea required

client relationships

tax projections

mentoring

saturday availability during tax season

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid basic life and AD&D
• short- and long-term disability
• medical, dental, and vision plans
• HSA with company contributions for eligible plans
• dependent care savings account
• 14 paid holidays
• paid time off
• employee assistance
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• financial planning services.

Why this role

CPA and/or EA required; 7+ years of public accounting or equivalent experience required. Work schedule is Monday–Friday, 8 a.m.–5 p.m., with Saturdays as needed during tax season. No audit or assurance work and no business development requirements.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.