Tax Manager

Overview Mercadien is seeking a highly motivated and experienced Tax Manager to join our Individual Services team, with a specialized focus on trusts and estates. This role offers an opportunity to lead a talented team, influence clients' financial well-being, and grow within a firm that values innovation, excellence, and professional development. Mercadien is a leading regional accounting and advisory firm committed to delivering exceptional service and maintaining a collaborative, community-focused culture. 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: Ensure 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: Conduct thorough tax research and stay 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 stays current with developments in trust and estate taxation. Requirements Bachelor’s degree in Accounting, Finance, or a related field 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 client-driven practice Strong proficiency with Microsoft Office and other computer software applications Ability to perform several tasks concurrently with ease and professionalism Clear verbal and written communication; strong command of English language and grammar Benefits Hybrid policy (2 days in office or at client site) 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 Starting salary at 120k, exempt, commensurate with experience Mercadien is a growing regional accounting and advisory firm. We value our people and strive to create opportunities, foster innovation, and support work/life integration. Our core values are integrity, excellence, responsibility, creativity, and respect. We are a teamwork-focused firm that supports each other professionally and personally, and we actively engage in our communities. We also support social responsibility, serving civic and charitable organizations through the Mercadien Foundation. 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 information from each new employee's Form I-9 to confirm work authorization, and will provide instructions if government confirmation is not available to avoid adverse action. #J-18808-Ljbffr