Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* 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:
The firm is seeking a Tax Director with deep technical expertise and a demonstrated ability to support business‑development initiatives. This role is designed for an experienced tax professional who excels in client‑facing environments and is motivated to contribute directly to the firm’s efforts to expand assets under management (AUM). The position offers the opportunity to work with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients in a collaborative, supportive environment without the pressures of billable hours or involvement in audit or assurance work.
The Tax Director will play a central role in advancing the firm’s growth strategy by providing tax expertise throughout the prospecting and client‑development process. In addition to delivering high‑quality tax planning and analysis, the individual in this role will help articulate the firm’s value proposition, identify tax‑related planning opportunities, and support the conversion of prospects into long‑term client relationships. The position requires a high level of professionalism, strong communication skills, and the ability to manage multiple priorities in a dynamic environment.
Essential Job Functions for this role include:
• Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives
• Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients
• Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise
• Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
• Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
• Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations
• Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
• Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies
• Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals
• All other duties as assigned
Requirements:
• Minimum 10+ years of public accounting experience, or equivalent experience
• Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
• Advanced tax code knowledge, application and accounting skills
• Experience with UltraTax and Sureprep a plus
• Highly organized and tax-oriented
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills
• Team player, collaborative and able to work in concert with others
• Client first attitude including a passion for providing an excellent client experience
• Comfort participating in client development discussions and supporting relationship‑building efforts
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
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.
Benefits:
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.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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Mercer Advisors Denver, Colorado, USA Office
1200 17th St, Denver, CO, United States, 80202
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