Senior Tax Director - West Coast (Hybrid)
Core
Lead tax planning and compliance for high-net-worth and ultra-high-net-worth clients, delivering strategies and signing tax returns.
Role type
Senior Tax Director (IC) (via careerplan.io/jobs/5044611008-senior-tax-director-west-coast-hybrid-at-merceradvisors)
Builds
Tax planning strategies and signed tax returns for UHNW clients
Domain
Wealth management / Tax advisory
Required skills
Advanced tax code knowledge, CPA or JD, 15+ years public accounting experience, CCH software proficiency, entity structure analysis, philanthropic strategy modeling
Preferred skills
Experience with SafeSend, Workflow, Axcess, mentorship of junior staff
Technologies
CCH Axcess, CCH Workflow, CCH Practice, CCH SafeSend
Responsibilities
Partner with UHNW clients to identify tax goals and develop recommendations; Review and sign individual, gift, trust, corporate, and partnership tax returns; Communicate complex tax solutions to clients; Research and analyze wealth transfer and philanthropic strategies; Mentor less experienced tax team members
Seniority
Senior, hands-on IC
