Tax Associate (San Francisco, CA)

Job Summary The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high‑net‑worth clients. The team comprises tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters. As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections, and analysis for our clients. The associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. They are personable, demonstrate superior communication skills, and possess the flexibility to multi‑task in a fast‑paced tax preparation environment. Essential Job Functions Prepare tax returns for high‑net‑worth individuals, trusts and businesses Create quarterly estimates and projections Responsible for timely and accurate response 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 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 Knowledge, Skills, and Abilities Bachelor’s degree in Accounting or related field Working knowledge of tax preparation, preferably 1‑3+ years of experience working in public accounting Obtained or plan to obtain CPA or EA, a plus Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus 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 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 the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. The role routinely involves sitting and standing for periods of time. No heavy lifting over 10 lbs. Compensation 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: $80,750 - $95,000 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) 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 Equal Opportunity Employer 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 View email address on click.appcast.io. 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 #J-18808-Ljbffr Mercer Advisors