Steve Elliott Email & Phone Number
Director, Wealth Strategy - Tax Planning and Shareholder @ Mercer Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Elliott Location
- Houston, TX, US
Steve Elliott Work
- Director, Wealth Strategy - Tax Planning and Shareholder @ (September 2023 - Present)
- Lead, Senior Tax Manager, Ascend Group @ (September 2022 - August 2023)
- Director, Tax Services @ (June 2020 - September 2022)
- Tax Technical Director and Sr. Tax Manager @ (January 2015 - April 2020)
- Tax Manager @ GBH CPAs, PC (January 2014 - December 2015)
- Tax Senior Manager @ (January 2012 - December 2014)
- Senior Tax Manager @ (January 2011 - December 2012)
- Senior Tax Manager @ (January 2008 - December 2011)
- Tax Principal and Senior Tax Manager @ (January 2005 - December 2008)
- Senior Tax Manager @ (January 1998 - December 2003)
- Senior Tax Manager @ O'Toole & Company CPA's (January 1994 - December 1997)
- Senior Tax Manager @ O'Brien, Fitzgerald, Taylor & Keaveney, CPA's (January 1989 - January 1994)
- Tax Manager @ Kanter & Company CPA's (January 1986 - January 1989)
- ABAS Senior Accountant @ (January 1984 - January 1986)
- Senior Accountant @ (January 1980 - January 1984)
Steve Elliott Education
- Suffolk University - Sawyer Business School
(Adjunct Professor of Tax Law/Taxation)
2016-2020 - Bentley University
Master's degree (Taxation and Financial Planning)
1989-1999 - Northeastern University
Bachelor's degree (Accounting)
1976-1980 - Walpole High School
College Prep Courses (General Studies)
1970-1974 - Houston Christian University
(Adjunct Professor Tax Law/Taxation)
2018
Steve Elliott Skills
- Tax Compliance
- Tax Planning
- Taxation
- Tax Research
- Tax Accounting
- Corporate Tax
- Tax Preparation
- Partnership Taxation
- Tax
- Income Tax
- CPA
- Tax Returns
- SEC filings
- International Tax
- US Tax
- Tax Advisory
- S Corporations
- Sales Tax
- ProSystem fx Tax
- Tax Law
- US GAAP
- Property Tax
- QuickBooks
- Financial Statements
- Forensic Accounting
- High Net Worth Individuals
- Payroll Taxes
- State Tax
- Estate Tax Planning
- Fixed Assets
- IRS
- FAS109
- Awesomeness
- Executive Networking
- Networking
- Accounting
- U.S. Generally Accepted Accounting Principles (GAAP)
Steve Elliott Summary
- Steve Elliott, based in Houston, TX, US, is currently a Director, Wealth Strategy - Tax Planning and Shareholder at Mercer Advisors. Steve Elliott brings experience from previous roles at Mercer Advisors, Cresset, Baker Tilly US and GBH CPAs, PC. Steve Elliott holds a 2016 - 2020 Suffolk University - Sawyer Business School. With a robust skill set that includes Tax Compliance, Tax Planning, Taxation, Tax Research, Tax Accounting and more. Steve Elliott has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Steve Elliott?
Find contact details for 700 million professionals.
Others Named Steve Elliott
Steve Elliott
Vice President of Recruiting
Texas, United States
Steve Elliott
Managing Director
San Carlos, CA, US
Steve Elliott
Global Vice President of Corporate Accounts and Companion Animals
Gainesville, FL, US
Steve Elliott
President
Vancouver, BC, CA
Steve Elliott
Head of Property and Business Operations
Sydney, NSW, AU
Steve Elliott
Founder and CEO
Austin, TX, US
Top Mercer Advisors Employees
Dave Welling
CEO
Denver, CO, US
Daniel Gourvitch
President
New York, NY, US
David Reynolds
Managing Partner
Dallas, TX, US
Loren Pierson
Chief Operations Officer
Denver, CO, US
Amy Allmon
Vice President, People Business Partner Team
Denver, CO, US
David Kerber
Managing Partner and Shareholder
Phoenix, AZ, US
David Levy
Managing Partner
Bellaire, TX, US
Kim Lorenz
Chief Compliance Officer
Denver, CO, US
McKenna Wieser
Regional Vice President
Denver, CO, US
Christine Cataldo
Chief Technology and Digital Officer
Washington, DC, US
John Dilivio
Managing Director, Direct Client Development
Denver, CO, US
Gary Foodim
Chief Marketing Officer and Shareholder
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co