Director, Tax Experience & Operations
Mercer Advisors(2 days ago)
About this role
The role focuses on enhancing the client and advisor experience within Mercer Advisors' tax services by redesigning processes, driving operational efficiency, and partnering with cross-functional teams. The position involves managing change, improving workflows, and leveraging technology to support client satisfaction and business growth.
Required Skills
- Process Redesign
- Operational Excellence
- Stakeholder Leadership
- Change Management
- Workflow Automation
- Data Analysis
- Client Experience
- Tax Operations
- Cross-Functional Collaboration
- Technology Enablement
About Mercer Advisors
merceradvisors.comMercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
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