Mercer Advisors Jobs Hiring Now
Mercer Advisors is hiring for 67 open roles on Migrate Mate as of July 16, 2026, concentrated in account management and accounting, with listed salaries up to about $210,000. Migrate Mate updates Mercer Advisors's live openings daily. Mercer Advisors is a fee-only wealth management firm offering financial planning, tax, and investment advisory services to individuals and families.
Find Mercer Advisors JobsOverview
Mercer Advisors hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 67
- Top team
- Account Management
- Seniority
- Mid to senior level
- Work type
- 70% remote or hybrid
- Top location
- Atlanta
- Salary range
- $60,000–$210,000
Listed salaries for Mercer Advisors roles on Migrate Mate range from about $60,000 to $210,000 per year across 67 open roles, as of July 16, 2026. Some roles list hourly contract rates.
Open Roles at Mercer Advisors
Showing 25 of 67+ Mercer Advisors jobs
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 31,300 families across 90+ 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.
Job Summary:
We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.
As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.
Essential Job Functions will include:
- Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
- Create quarterly estimates and projections.
- Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
- Perform tax research
- Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
- Work with tax staff to respond to tax notices and review of correspondence
- Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
- Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
- All other duties as assigned
Required Knowledge, Skills, and Abilities:
- Minimum 5+ years of public accounting experience, or equivalent experience
- Bachelor's degree in Accounting or related field
- Strong tax code knowledge and general accounting skills
- CPA and/or EA required
- Master's degree in Tax a plus
- Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
- Highly organized and tax-oriented
- Ability to handle a large volume of activities at one time
- Ability to communicate concepts to clients and advisors in concise and understandable fashion
- Must be detail-oriented and have excellent time-management skills
Location: This is a hybrid role with a strong preference for candidates in Columbus, OH or Northeast, US
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
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.
#LI-Hybrid
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 PeopleTeam@merceradvisors.com. 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.
CCPA Notice at Collection
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 31,300 families across 90+ 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.
Job Summary:
We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.
As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.
Essential Job Functions will include:
- Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
- Create quarterly estimates and projections.
- Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
- Perform tax research
- Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
- Work with tax staff to respond to tax notices and review of correspondence
- Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
- Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
- All other duties as assigned
Required Knowledge, Skills, and Abilities:
- Minimum 5+ years of public accounting experience, or equivalent experience
- Bachelor's degree in Accounting or related field
- Strong tax code knowledge and general accounting skills
- CPA and/or EA required
- Master's degree in Tax a plus
- Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
- Highly organized and tax-oriented
- Ability to handle a large volume of activities at one time
- Ability to communicate concepts to clients and advisors in concise and understandable fashion
- Must be detail-oriented and have excellent time-management skills
Location: This is a hybrid role with a strong preference for candidates in Columbus, OH or Northeast, US
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
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.
#LI-Hybrid
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 PeopleTeam@merceradvisors.com. 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.
CCPA Notice at Collection
Job Roles at Mercer Advisors
Working at Mercer Advisors
Mercer Advisors's 67 open roles are mid to senior level, and about 70% are remote or hybrid. The most active teams are account management, accounting, and business analysis. Mercer Advisors is a fee-only wealth management firm that provides integrated financial planning, investment management, tax preparation, and estate planning services to individual and family clients. Roles span client-facing advisory positions, relationship management, and tax support functions across a national footprint. Most Mercer Advisors roles are based in Atlanta, with some in San Francisco and Los Angeles.
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Browse jobs by roleMercer Advisors Jobs: Frequently Asked Questions
How many jobs is Mercer Advisors hiring for right now?
Mercer Advisors is hiring for 67 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in account management and accounting. Positions range from client-facing advisory and relationship management roles to tax and operational support functions across multiple U.S. cities.
What kinds of roles does Mercer Advisors hire for?
The most active teams are account management, accounting, and business analysis. Mercer Advisors regularly hires for wealth advisor, relationship manager, tax manager, tax support specialist, and client service coordinator positions. Most postings are mid to senior level, reflecting the firm's focus on experienced professionals who can manage client relationships and deliver integrated financial planning services.
Are Mercer Advisors jobs remote or in-person?
Mostly remote. About 70% of Mercer Advisors's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Atlanta. Each Mercer Advisors listing shows its work location so you can filter before applying.
How do I apply to a job at Mercer Advisors?
Find a Mercer Advisors role on Migrate Mate, then follow the listing through to Mercer Advisors's own careers page to submit your application directly. Mercer Advisors manages its own hiring process, including screening, interviews, and offers, independent of Migrate Mate.
What do Mercer Advisors jobs pay?
Listed salaries for Mercer Advisors roles on Migrate Mate range from about $60,000 to $210,000 per year as of July 16, 2026, with most postings at mid to senior level. Some roles list hourly contract rates. Exact pay is set by Mercer Advisors and shown on each listing.
Does Mercer Advisors hire entry-level?
Most of Mercer Advisors's open roles on Migrate Mate are mid to senior level as of July 16, 2026. Entry-level openings are limited. Check individual Mercer Advisors listings for stated experience requirements.
Where is Mercer Advisors hiring?
Most Mercer Advisors roles are based in Atlanta, with some in San Francisco and Los Angeles, and about 70% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.