Are you ready to elevate your career with a leading accounting and advisory firm that values innovation, excellence, and professional growth? At Mercadien, we are committed to delivering exceptional service to our clients while fostering a supportive and dynamic work environment for our team. We are seeking a highly motivated and experienced Tax Manager to join our Individual Services team, with a specialized focus on trusts and estates.

This is more than just a job—it's an opportunity to make a significant impact on our clients' financial well-being, lead a talented team, and grow your career in a firm that values your expertise and dedication.

Why Join Mercadien?

• Professional Growth: At Mercadien, your career development is a priority. We offer continuous learning opportunities, mentorship, and clear paths for advancement.
• Impactful Work: Take on a pivotal role where your expertise in trusts and estates will directly influence the financial futures of high-net-worth clients.
• Innovative Environment: Join a forward-thinking firm that embraces new ideas and technologies to provide the best solutions for our clients.
• Collaborative Culture: Work alongside a team of passionate professionals who are committed to excellence and supportive of each other's success.
• Competitive Benefits: Enjoy a comprehensive benefits package, including competitive salary, health insurance, retirement plans, and paid time off.

Responsibilities

• Trusts and Estates Management: Lead and review complex tax returns for trusts, estates, and high-net-worth individuals, ensuring compliance with all relevant tax regulations.
• Tax Compliance: Guarantee the timely and accurate filing of all tax returns related to trusts and estates, as well as individual, corporate, and partnership tax returns.
• Strategic Tax Planning: Provide innovative tax planning and consulting services, developing strategies to minimize tax liabilities for trusts, estates, and beneficiaries.
• Tax Research: Stay ahead of the curve by conducting thorough tax research and staying updated on new tax laws and regulations, particularly those affecting trusts and estates.
• Client Relationship Management: Build and maintain strong client relationships, serving as the go-to expert for all tax-related matters concerning trusts and estates.
• Team Leadership: Inspire, train, and mentor junior tax staff, fostering a collaborative and supportive work environment, and ensuring the team is well-versed in the latest developments in trust and estate taxation.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field

• CPA or EA required

• Minimum of 5-7 years of progressive tax experience, including supervisory roles

• Excellent interpersonal and client relationship skills

• Ability to be flexible and adapt to a unique client needs driven practice

• Strong proficiency with Microsoft Office and other computer software applications

• Ability to perform several tasks concurrently with ease and professionalism

• Must be able to communicate clearly both verbally and in written format. A strong command of the English language and grammar is necessary

Benefits

• Hybrid policy (2 days in office or at client site)
• Highly competitive salaries and bonus programs
• Medical, dental, life, and long-term disability insurance
• Competitive 401K match
• Paid holidays, vacation and sick time
• Business casual dress code: dress for your day
• Mentorship and training opportunities
• Internal committees and clubs
• Various social gatherings & events
• Strong focus on the Mercadien community
• Cutting edge technology

Mercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We’re entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun!

Our core values: Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. They inform and guide us in everything we do and fuel our client work and relationships. We are a teamwork-focused firm and support each other professionally and personally. We’re collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation. At Mercadien, the opportunities are endless.

To all recruitment agencies: The Mercadien Group does not accept unsolicited agency resumes. Please do not forward resumes to our job alias, Mercadien associates or any other company location. The Mercadien Group is not responsible for any fees related to unsolicited resumes.

This employer participates in E-Verify. Mercadien will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee's Form I-9 to confirm work authorization. If the government cannot confirm that you are work authorized, Mercadien is required to provide you written instructions and an opportunity to contact SSA and/or DHS before taking adverse action against you, including terminating your employment.