Senior Tax Associate

The role

The Sr. Tax Associate I will prepare and deliver income tax returns, tax projections, and analysis for high-net-worth clients. This role works within a dedicated Tax Team alongside wealth advisors to provide tax compliance services.

What you will do

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Communicate clearly and concisely with clients regarding income tax return delivery
• Perform tax research
• Respond to tax questions, estimates, projections, and analysis for tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow and data integrity
• Work with tax staff to respond to tax notices and prepare initial correspondence
• Stay up to date on tax law and communicate effects of changes to clients

Required qualifications

• 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
• Detail-oriented
• Excellent time-management skills

Nice to have

• Obtained or in the process of obtaining CPA and/or EA
• Master’s degree in Tax
• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend

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
• 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
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, tax, estate, and more. It is an independent fiduciary ranked #1 for RIA firms with up to $70 billion in assets by Barron’s for two consecutive years.