Sr. Manager, Tax Services (UHNW)- Encino, CA or Woodland Hills, CA

Encino; Woodland Hills

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary:

We are looking for a Sr. Manager, Tax Services (UHNW) to join our Tax Team.



The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth and ultra-high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Sr. Manager is primarily responsible for leading client relationships and a group of tax professionals, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Sr. Manager has a passion for client service with experience in individual and entity tax preparation and review. The Sr. Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

This role benefits from a versátil work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.

Essential Job Functions will include:

- Coordinating the activities of the tax team; managing process,



output and deliverables that drive an efficient team and exceptional client experience.
- Review and sign tax returns for high-net-worth individuals, trusts, and businesses
- Drive team attainment of service level agreements (SLAs) and key performance indicators (KPIs).
- Analyze daily/weekly/monthly team performance data, deliver performance feedback and coaching to ensure the team is responsive to clients and tasks are completed in a timely manner.
- Identify areas for process improvement at the individual and team level.
- Support ongoing technology initiatives, assisting with documentation, implementation, and troubleshooting.
- Designing, developing, and enforcing operational procedures that are scalable and meet the firm’s service standards.
- Take an active role in leading and facilitating the tax processes in our CRM, including ongoing processing to ensure exceptional advisor and client experience.
- Updating procedures, assuring accuracy, and conveying policy changes to team members.
- Spearheading, recommending, and developing procedures that guide the firm in maintaining and improving its competitive position and profitability.
- Other duties as needed.

Required Knowledge, Skills, and Abilities:

- Minimum 7+ years of public accounting experience, or equivalent experience
- Minimum 2 years of management and/or leadership experience
- Bachelor’s degree in Accounting or related field
- Strong tax code knowledge and general accounting skills
- CPA and/or EA required
- Advanced degree/certification preferred (e.g., MST, JD, LLM, CFP)
- Experience with CCH, BNA, SafeSend a plus.
- Highly organized and tax-oriented

📌 Sr. Manager, Tax Services (Encino)
🏢 Mercer Advisors
📍 Encino