Tax Director - West Coast (Client Development)
Mercer Advisors(1 month ago)
About this role
Mercer Advisors is seeking a Tax Director to lead tax planning and compliance services for high-net-worth clients. The role involves client relationship management, tax return review, and providing expert tax advice in a supportive environment that emphasizes work-life balance and growth opportunities.
Required Skills
- Tax Planning
- Tax Compliance
- Tax Law
- Tax Return Review
- Client Service
- Tax Projections
- Wealth Management
- Income Tax
- Estate Tax
- Philanthropic Strategies
Qualifications
- CPA or JD
- 10+ Years Public Accounting
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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