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.

Job Summary:

Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients.

We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of 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 Director is primarily responsible for leading and deepening client relationships, reviewing and signing income tax returns, delivering tax projections and analysis for our UHNW clients. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.

Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.

Essential Job Functions will include:

Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives.
Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills.
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions.
Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients
Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies.
Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences.
Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns
Work with tax staff to respond to tax notices and review of correspondence
Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
All other duties as assigned

Required Knowledge, Skills, and Abilities:

Minimum 15+ years of public accounting experience, or equivalent tax experience
Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
Advanced tax code knowledge, application and accounting skills
Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus
Highly organized
Ability to communicate concepts to clients and advisors in concise and understandable fashion
Must be detail-oriented and have excellent time-management skills
Team player, collaborative and able to work in concert with others
Client first attitude including a passion for providing an excellent client experience

Location: Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time), with a preference for West Coast or Mountain.

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.

Application Deadline: The initial deadline for applications is 11/22/2026. 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.

#LI-Remote

Actual base pay 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. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$180,000—$225,000 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.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Base Pay Range 180000 - 225000 USD

About the company

Mercer Advisors provides comprehensive wealth management for high-net-worth individuals and families, including customized financial planning, investment strategy, corporate trustee services, and tax, retirement, and estate planning. It works by integrating tax management with investment portfolios to improve after-tax returns, using a systematic, research-informed approach with advisory fees based on assets under management. It differentiates itself through an integrated framework that links tax strategy, investments, and estate planning, plus specialized services for women and in-house corporate trustee capabilities. Its goal is to relieve clients of day-to-day financial management so they can focus on the life they want while pursuing long-term financial success.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$2.9B

Headquarters

Denver, Colorado

Founded

1985

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Simplify's Take

What believers are saying

September 17, 2026 refinancing cuts borrowing spreads 175 basis points, saving $29 million yearly.
NorthAvenue joined August 25, 2026, expanding Mercer's Ohio Valley Women & Wealth franchise.
Cynthia Loh joined September 22, 2026, strengthening the platform behind 1,100-plus professionals.

What critics are saying

ShinyHunters targeted Mercer in March 2026, exposing client data and corporate documents.
Mercer sued ex-advisor Jeannie Seabaugh on July 8, 2026, alleging client list theft.
$1.65 billion debt and serial acquisitions increase integration strain and breach-driven reputation collapse.

What makes Mercer Advisors unique

Mercer Advisors combines national scale with boutique local teams across 110-plus locations.
Aspen, launched July 30, 2026, unifies client, advisor, tax, and planning workflows.
Its integrated trust, tax, estate, and insurance bench creates sticky family-office relationships.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Hybrid Work Options
401(k) Retirement Plan

Growth & Insights and Company News

Headcount

6 month growth

29%

1 year growth

34%

2 year growth

34%

Wealth Management

Oct 8th, 2026

Mercer Advisors completes $1.9B debt refinancing, adds $340M credit facility.

Mercer Advisors completes $1.9B debt refinancing, adds $340M credit facility. The Denver-based RIA entered the syndicated loan market for the first time with the move, replacing its private debt with lower-interest-rate debt and extending its financing timeline. Alex Ortolani, Senior Reporter, Wealth Management October 8, 2026 Want a quick summary? Mercer Advisors, a Denver-based registered investment advisor with $111 billion in client assets, has refinanced $1.9 billion in existing debt through a syndicated term loan with a seven-year maturity, marking its entry into the syndicated loan market, according to an announcement. It also added a $340 million revolving credit facility with a five-year maturity. The refinancing will help drive further deals for the acquisitive Mercer Advisors and provide capital to invest in its people, wealth platform and client services, according to the announcement. The move follows a period of growth for Mercer Advisors, driven in part by what the firm reports as double-digit organic growth, excluding markets, for two consecutive years. "Tapping the syndicated loan market for the first time is a milestone for our firm, and the reception we received from institutional investors speaks to the strength of the business we've built," Gün Keresteci, chief financial officer of Mercer Advisors, said in a statement. The Goldman Sachs-led debt raise was oversubscribed by funders, which included BMO Capital Markets and JPMorgan Chase, according to the announcement. The deal lowered Mercer Advisors' interest rate by 1.75 percentage points compared to its previous loan, with a further reduction to come as the firm pays down the debt, according to a spokesperson. That will help the RIA save about $35 million to $40 million in interest costs next year, plus $15 million in upfront financing costs, according to the spokesperson. "This transaction puts us in an even stronger position to keep building a firm where clients can benefit from the full strength of our platform and advisors can do the best work of their careers," CEO Dave Welling said of the refinancing. In July, Mercer showed off some of its prior investment with the launch of Aspen 2.0, the second generation of its proprietary, unified operating system, which the firm has been developing for the past year and a half. The new version is artificial intelligence-native, which seeks to have AI agents work alongside human advisors. Mercer is majority owned by private equity firms Oak Hill Capital, Genstar Capital and Altas Partners, with employees owning the remainder. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

PLANADVISER

Sep 25th, 2026

Retirement industry people moves - 9/25/2026.

Retirement industry people moves - 9/25/2026. Sage Mountain names Danica Griffith chief growth officer; Edward Jones hires Vanguard's data chief; Mercer Advisors announces new chief platform officer; and more. Reported by Sage Mountain names Danica Griffith chief growth officer. Sage Mountain Advisors LLC, an independent registered investment adviser based in Atlanta, appointed Danica Griffith as chief growth officer, a newly created role. Griffith will oversee the firm's growth strategy, recruitment efforts and advisory team. Griffith joins the firm after nearly seven years at PNC, where she most recently served as executive vice president and chief risk and change officer. Earlier in her career, she spent more than a decade at Goldman Sachs, where she worked in private wealth management. She earned a bachelor's degree from Harvard University and an MBA from the Wharton School of the University of Pennsylvania. Sage Mountain, founded in 2018, reported advising on more than $8 billion in assets as of June 30. Edward Jones hires Vanguard's data chief. Ryan Swann joined Edward Jones Investments as the firm's chief data officer, following more than five years as Vanguard's principal and chief data analytics officer. Swann announced the appointment on LinkedIn on Monday. "Edward Jones has an outstanding reputation for putting clients first, and I couldn't be more excited to partner with such a talented, client-focused team to drive value, innovation, and impact through data and [artificial intelligence] in this next chapter," Swann wrote in a post. Prior to Vanguard, Swann served as chief data officer at Collibra and head of data management and governance at E*Trade, according to his LinkedIn profile. Mercer Advisors announces new chief platform officer. Mercer Global Advisors Inc., a registered investment adviser, appointed Cynthia Loh as chief platform officer, a newly created executive role. Loh will serve on the firm's executive leadership team and oversee a platform organization spanning technology, digital products, design and operations. Loh joins Mercer with more than two decades of experience in wealth management and financial technology. Most recently, she served as senior vice president and head of Beyond the Card at Capital One. Previously, she was head of product for Goldman Sachs' workplace wealth business; and held leadership roles at Charles Schwab, where she oversaw the Schwab Intelligent Portfolios platform; and at Betterment, where she helped launch the firm's 401(k) business. Earlier in her career, she held positions at PIMCO and Merrill Lynch. According to the announcement, Loh will help lead the continued development of Aspen, the firm's technology platform, which recently added artificial intelligence capabilities to adviser and client workflows. EP Wealth appoints new CFO. EP Wealth Advisors appointed John McConnell as chief financial officer and promoted Erin Voisin to chief client solutions officer as part of a series of executive and leadership changes. McConnell joins EP Wealth with more than 20 years of experience in corporate finance and investing. Most recently, he served as CFO of Crisp, a retail data company. At EP Wealth, he will oversee the firm's finance function and support financial planning and acquisition integration efforts. Voisin will help lead client service initiatives. EP Wealth reported managing $50.4 billion in assets under management as of August 31, 2026. Composition Wealth appoints 2 new leaders. Composition Wealth LLC, a registered investment adviser, appointed Gabrielle Glemann as general counsel and chief compliance officer and Joe Salcido as head of advisers. Glemann will oversee the firm's legal and compliance functions. She joins Composition Wealth from Cercano Management, where she served as general counsel and partner. Previously, she was director of legal and compliance at BlackRock and worked at the law firms Stoel Rives LLP and Hughes Hubbard & Reed LLP. Salcido will work with advisers on business development and practice management initiatives. Before joining Composition Wealth, he spent nearly 10 years at Edelman Financial Engines, most recently as regional director of wealth planning. Earlier in his career, he held sales, trading and operations leadership roles at Vanguard. Composition Wealth reported more than $12 billion in assets and 125 employees nationwide. Aon appoints global chief commercial officer. Aon PLC, a professional services firm, has appointed Jane Drummond as global chief commercial officer, effective January 1, 2027. Drummond will report to Andy Marcell, deputy CEO and senior executive vice president of risk capital and human capital, and serve as a member of Aon's Chicago-based executive committee. Drummond will succeed Anne Corona, who was named CEO of North America for Aon in March. Drummond will lead Aon's global market strategy, sales and growth across global solution lines and lead its global growth committee. Drummond joined the firm in 2009 and brings more than 25 years of industry experience to the role.

FA Magazine

Sep 17th, 2026

Wealth manager Mercer is taking out private credit with new loan.

Wealth manager Mercer is taking out private credit with new loan. Wealth management firm Mercer Advisors Inc. is looking to cut its borrowing costs by refinancing private debt with a $1.65 billion leveraged loan, the latest in a rush of companies ditching private credit loans for cheaper capital in the bank loan market. The private equity-owned firm is set to price the new seven-year loan on Thursday with an interest rate of 2.75 percentage points over the floating-rate benchmark and at 99.75 cents on the dollar, according to a person with knowledge of the matter. The debt offering also included a $250 million delayed draw term loan, which will go toward funding acquisitions and other investments, said the person, who asked not to be identified because the information is private. Mercer Advisors, which oversees about $111 billion in client assets, will use the proceeds to refinance around $1.6 billion in existing debt from private credit firms including KKR & Co, according to the person. The debt carries a rate of 4.5 percentage points over the benchmark, regulatory filings show. The refinancing cuts the company's borrowing margin by 1.75 percentage points, saving about $29 million annually. "This refinancing is a natural next step for us," said Gün Keresteci, Mercer's chief financial officer, who added lower costs will give the firm flexibility to better serve clients. Representatives for private equity owner Oak Hill Capital and Goldman Sachs, which led the refinancing, declined to comment. So far this year, more risky borrowers have been refinancing private debt in the syndicated markets than the other way around. Just $9.2 billion of broadly syndicated loans have been refinanced into private credit this year, while $19.5 billion has gone the other way, according to data from JPMorgan Chase & Co. and KBRA DLD published Thursday.

The Middle Market

Aug 25th, 2026

KKR Purchases Ci FLAVORS from L Catterton and Other Shareholders

KKR purchases Ci FLAVORS from L Catterton and other shareholders. KKR has agreed to acquire Ci FLAVORS from all existing shareholders, including founder Yusaku Horiuchi, L Catterton, eBeauty Group and Yanagi Capital Partners. Horiuchi and Yoshiaki Okura, representative director and CEO of Ci FLAVORS, will invest alongside KKR (NYSE: KKR) in the transaction. KKR is making the investment through its flagship Asia Pacific private equity strategy. The transaction is expected to support Ci FLAVORS' continued growth in Japan as well as international and category expansion, organizational development and strategic M&A. Founded with roots dating back to 2011, Ci FLAVORS is a Japanese beauty and lifestyle brand platform with products spanning haircare, skincare, body care and lifestyle categories. The company operates across brand sales, OEM manufacturing, direct-to-consumer and e-commerce channels, directly managed department store retail, and global ingredient and materials procurement. Ci FLAVORS has an established position in Japan's haircare market, particularly in shampoo and hair treatment products, and has expanded its overseas sales across markets including Asia and North America. LDR Partners Hires Banking Veteran Paul Murphy as Partner Murphy brings more than four decades of banking and commercial lending experience, much of it focused on businesses in Texas and the broader Gulf Coast economy. To read the entire story, you must be logged in. PE-Backed Mercer Advisors Buys NorthAvenue Financial Advocates The acquisition expands Mercer Advisors' presence in the Ohio Valley. To read the entire story, you must be logged in. Nayax Acquires Windjammer-Backed IPS Group for $350M IPS provides smart parking infrastructure to municipalities, universities and parking operators across North America, the U.K. and Ireland. To read the entire story, you must be logged in. BVP Forge Invests in Nevvon Nevvon provides training and compliance infrastructure to home care organizations, caregivers, payors and self-directed care programs. To read the entire story, you must be logged in.

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