Jobs at Mercer Advisors

The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.

The Tax Manager will lead client relationships, prepare tax returns, manage tax projections, and mentor junior staff while ensuring compliance for high-net-worth clients.

The Tax Manager leads client relationships and prepares tax returns and projections for high-net-worth clients, ensuring compliance and clear communication.

The Tax Associate prepares income tax returns, projections, and analysis for high-net-worth clients and collaborates with the tax team for client service.

The Wealth Advisor builds client relationships, identifies financial goals, and develops tailored recommendations while ensuring compliance and acting as a fiduciary. They leverage in-house experts for comprehensive financial solutions.

The Tax Associate prepares tax returns and projections for high-net-worth clients, coordinates workflows, and keeps updated on tax laws.

The Wealth Advisor supports affluent clients in achieving their financial goals through deep relationships, comprehensive planning, and expert recommendations in a fiduciary role.

The Wealth Advisor manages relationships with ultra-high-net-worth clients, delivering customized financial solutions and leveraging a team of experts to achieve client goals. Responsibilities include goal identification, financial analysis, communication of solutions, client retention, and compliance adherence.

The Wealth Advisor deepens client relationships, develops tailored financial solutions, ensures compliance, and acts as a fiduciary while leveraging an internal team of experts.

Manage local event project intake, planning, logistics, vendor relationships, and post-event measurement. Create event collateral, manage registrations and Salesforce campaigns, reconcile budgets, administer sponsorship approvals, and coordinate special projects with content, finance, and compliance teams.

Serve as primary trusted advisor for 150–250 clients, onboard and transition new clients, support regional leadership on investments, tax, estate and insurance, prepare and present financial planning modules, manage client communications, meet retention and referral goals, and travel for client meetings and trainings.

Serve high-net-worth clients by developing comprehensive financial plans, deepening relationships, and coordinating with in-house experts on investments, tax, estate, and insurance. Communicate complex solutions, ensure compliance and fiduciary standards, and grow the practice through referrals while leveraging firm resources and technology.

Serve as primary investment liaison for Wealth Advisors: consult on portfolio strategy, manage and audit implementations, support integrations of acquired firms, create investment deliverables for prospects, coordinate with trading, compliance, and operations, and train/mentor new consultants to ensure timely, accurate service.

Lead product strategy and execution for Mercers Investment Platform across Trading, Billing, Cash Management, Client Reporting, and Investment Proposal. Drive cross-functional initiatives, prioritize enhancements, manage integrations, support escalations, and ensure adoption and operational scale through stakeholder collaboration and process documentation.

The Wealth Advisor builds relationships with clients, develops financial strategies tailored to their needs, and collaborates with an in-house team to meet goals while ensuring compliance as fiduciary.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

Lead and support investment research via manager due diligence, asset-class and capital markets analysis, performance attribution, risk monitoring, and documentation. Produce materials for the Investment Committee, maintain investment policies, collaborate on audits, and develop tools and educational content to support the firm’s investment platform.

The Tax Manager leads client relationships and manages tax compliance services for high-net-worth clients, including tax return preparation and projections. He or she mentors staff and stays updated on tax laws, ensuring accurate communication and response to clients' tax-related inquiries.

The Wealth Advisor builds relationships with clients, analyzes financial needs, offers tailored solutions, ensures compliance, and acts as a fiduciary. They are supported by a team of experts and focus on client retention and satisfaction.

The M&A Integrations Engineer leads the integration of infrastructure and applications post-acquisition, often traveling to assess firms' systems and migrating them to a cloud environment. Responsibilities include technical support and documentation, requiring strong communication across all levels of the organization.