Tax Partner - UHNW

Job Summary:

Mercer Advisors is seeking an exceptional Tax Partner - Regis - to serve as the lead tax advisor, strategist, and subject matter expert for Regis families. The role leads engagements alongside senior wealth advisors and other Regis team members, with direct accountability for the tax outcomes and experience of complex families. This is a lead advisory role requiring credibility, judgment, and gravitas for ultra-high-net-worth clients.

Essential Job Functions for this role include:

• Serve as the lead tax advisor and primary point of accountability for a select group of Regis families, maintaining and growing a book of clients with balance sheets that often exceed $100M.
• Build practical, year-round, and multi-year tax strategies tailored to each family’s goals, ownership structures, businesses, trusts, investments, charitable activities, and succession plans.
• Lead and develop a select team of UHNW-focused tax professionals supporting Regis engagements, overseeing staffing, engagement economics, billing, and service quality.
• Identify planning opportunities and risks arising from business transactions, concentrated positions, real estate, carried interests, equity compensation, major charitable gifts, residency changes, and cross-border exposure, including foreign trusts, PFICs, GILTI, and FATCA/FBAR.
• Oversee tax compliance directly or through active review and coordination with a family’s CPA firm or internal tax team.
• Lead responses to significant federal and state tax notices, examinations, and controversy matters, coordinating with counsel and specialists.
• Partner with wealth advisors and teams across estate planning, investments, financial planning, and family office services to integrate tax advice into each family’s overall plan.
• Coordinate tax calendars and responsibilities with outside CPAs, attorneys, trustees, investment bankers, valuation professionals, controllers, and other advisors.
• Support new client development and help evolve the tax service model, team, and technology.

Knowledge, Skills, and Abilities:

• CPA license required; an advanced degree in taxation, law degree, or comparable technical credential is strongly preferred.
• 12–15+ years of progressive tax experience, with most experience advising clients with balance sheets of $25M or greater; meaningful experience with $100M+ families required.
• Deep technical command of individual, fiduciary, partnership, corporate, estate, gift, and state and local taxation.
• Experience identifying cross-border tax and reporting issues and working with international tax specialists.
• Experience managing significant tax notices, examinations, and controversy matters, including coordination with tax counsel.
• Experience advising entrepreneurs, business owners, executives, and multi-generational families through liquidity events, business succession, wealth transfer, and other significant transactions.
• Ability to analyze complex facts and deliver clear, practical recommendations, with excellent written and verbal communication skills.
• Demonstrated ability to lead and develop high-performing tax professionals.
• Comfort working in an integrated advisory environment within a regulated RIA structure; family office, multi-family office, wealth management firm, or national accounting firm experience is strongly preferred.
• Strong integrity, confidentiality, risk management, and client-first commitment.
• Ability to travel up to 10%.

Work Schedule:

This professional role requires availability during standard business hours Monday through Friday from 8 AM to 5 PM. Early or late hours may occasionally be required to meet business tasks and client deadlines.

Working Conditions:

The position may be performed in a professional office environment or a dedicated home office workspace. Basic technology will be provided. The role involves routinely sitting and standing, with no heavy lifting over 10 pounds.

Benefits:

Mercer Advisors offers a competitive benefits package including life and disability insurance, medical, dental and vision plans, health savings accounts, paid holidays, paid time off, family and parental leave, adoption assistance, concierge services, 401(k) plans, pet insurance, and personalized financial planning at preferred employee pricing.