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About the Role

We are looking for a Sr. Tax Associate I to join our Tax Team, providing tax compliance services to high-net-worth clients. This role offers a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients, without the headaches of billable hours or business development requirements.

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Communicate clearly and concisely with clients on all matters related to income tax return delivery
• Perform tax research
• Respond timely and accurately to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow practices and data integrity
• Respond to tax notices and assist with initial preparation of correspondence
• Stay up to date on tax law and any changes, and communicate the effects of law changes to clients
• Perform other duties as assigned

Requirements

• Minimum of 1-3 years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or related field
• Moderate tax code knowledge and general accounting skills
• 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
• Availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season
• May require early or late hours to meet business tasks and deadlines

Skills

• Client service
• Individual tax preparation
• Entity tax preparation
• Superior communication skills
• Flexibility to multi-task
• Tax research
• Time-management skills

Location

• Remote
• Office

Work Type

• Hybrid
• Full-time

Experience Level

• Associate

Education Level

• Bachelor's degree in Accounting or related field

Salary/Compensations

• $90,000—$105,000 USD

Benefits

• 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)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services
• 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

About the Company

• 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 comprehensive care once reserved for only the wealthiest households.
• 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.

Equal Opportunity

• 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.