The posting
Why Work at Mercer Advisors?
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 flexible, 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.
About Fifteenth
Fifteenth by Mercer Advisors is a tax planning group built for new wealth. Our clients are tech employees, founders, VCs and investors.
The role
We're hiring a Senior Tax Manager to lead client relationships and own the tax work for a book of tech clients. You'll review and sign returns, build projections, and give planning advice that helps clients make better decisions about their equity and income.
Our tax group is also rethinking how tax work gets done. We use AI and technology to work smarter and faster. We test new processes constantly and work directly with our engineers and product team to shape the tools we use. This role is a big part of that.
What you'll do
- Lead client relationships and be the main tax contact for your clients.
- Review and sign individual income tax returns, including complex multi-state and equity-heavy returns.
- Build and review tax projections, quarterly estimates and planning analyses.
- Advise clients on equity compensation: ISOs, NSOs, RSUs, ESPPs, 83(b) elections and exercise strategy.
- Help founders and investors with liquidity events, QSBS, fund K-1s and carried interest.
- Answer client tax questions clearly and quickly.
- Resolve tax notices and agency correspondence.
- Track tax law changes and explain what they mean for clients.
- Test new AI-driven workflows and give the engineering and product teams direct feedback.
What you bring
- 8+ years of individual tax experience in public accounting or a similar setting
- CPA or EA, with authority to sign returns
- Deep knowledge of individual income tax, especially equity compensation and multi-state issues
- Experience leading client relationships and explaining complex topics simply
- Comfort owning your work end to end
- Curiosity about AI and new tools
- A real passion for client service
- Experience with CCH Axcess and Bloomberg Tax (BNA) Income Tax Planner is a plus
Schedule and location
Core hours are Monday through Friday, 9 AM to 6 PM local time. Some longer days come with tax deadlines. This role is remote within the U.S.
Application Deadline: The initial deadline for applications is 11/29/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual salary 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.
Salary Range
$158,950—$187,000 USD
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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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.
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If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.
