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 adaptable, 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 a team of comprehensive financial services professionals headquartered in Encino, California. With two distinct companies under one roof, a business management multi-family office and an investment advisory firm, we are able to provide one-stop, seamlessly coordinated financial services such as business management, tax preparation and planning, accounting and bookkeeping,



wealth management and financial planning. For more than 45 years, our Firm has been providing peace of mind and financial well-being to high profile creative talent. We are searching for detail-oriented and success-driven Business Management Accounting Supervisor to become an integral part of our team. The right candidate will utilize his or her educational background, work experience, communication, and organizational skills in supervising multiple teams of account managers, analyzing clients' books, preparing financial reports, preparing tax returns, and providing client services.

We offer
a supportive and team-oriented work environment, and opportunity to learn and grow within our organization.

Responsibilities:
- Working closely with multiple desk teams of BM Account Managers and BM Assistant Bookkeepers
- Reviewing, analyzing and preparing financial statements
- Preparing individual and business income tax returns
- Preparing tax projections for individuals and business entities
- Working within tight deadlines
- Maintaining a working relationship with clients Qualifications and

Skills:
- 3-5 years of supervisory experience
- 3-5 years of experience in preparation of income tax returns
- Bachelor's Degree in Accounting or related field
- CPA or CFP license a plus
- Prior work experience in a CPA firm or business management firm
- Ability to apply critical thinking in daily tasks
- Ability to problem solve




- Ability to multi-task, stay organized and work within tight deadlines
- Proficiency in Excel, Word, Outlook
- Excellent written, verbal, and oral communication skills
- Knowledge of Datafaction and AgilLink is a plus
- Knowledge of CCH Access Tax is a plus
- Knowledge of BNA income tax planner and Quickbooks is a plus
- Bachelor's Degree in Accounting or related field Working

Conditions:
Professional office environment. Working inside, sitting, standing. No heavy lifting over 10 lbs. Hybrid requirement with more time expected in-office during the first 90-days for training. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $119,000
- $140,000 USD Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.

We offer
the following:
- Company Paid Basic Life & AD&D; Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.

📌 Business Manager (Encino)
🏢 Mercer Advisors
📍 Encino