Tax Associate (Irvine, CA)

The role

The Tax Associate prepares income tax returns, tax projections, and analysis for high-net-worth clients. This role collaborates with wealth management teams 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
• Respond to tax questions, estimates, projections, and analysis with clients
• Coordinate with tax support staff to ensure timely workflow and data integrity
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stay up to date on tax law and any changes
• All other duties as assigned

Required qualifications

• Bachelor’s degree in Accounting or related field
• Working knowledge of tax preparation
• 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

Nice to have

• 1-3+ years of experience working in public accounting
• Obtained or plan to obtain CPA or EA
• 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
• 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

Before you apply

• We are not accepting unsolicited resumes from agencies and/or search firms
• Mercer Advisors participates in E-Verify

About the company

Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.