Tax Associate

Job Summary The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The team collaborates with our wealth management teams to provide tax compliance services to our high‑net‑worth clients. 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, is eager to advance their knowledge in individual and entity tax preparation, and demonstrates superior communication skills. Essential Job Functions Prepare tax returns for high‑net‑worth individuals, trusts, and businesses Create quarterly estimates and projections Respond to tax questions, estimates, projections, and analysis in a timely and accurate manner for both tax and wealth management clients Coordinate with tax support staff to ensure timely workflow practices and data integrity Respond to tax notices and provide initial preparation of correspondence Stay up to date on tax law and relevant changes Perform all other duties as assigned Required Knowledge, Skills, and Abilities Bachelor’s degree in Accounting or a related field Working knowledge of tax preparation, preferably 1‑3+ years of experience 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 simultaneously Ability to communicate concepts to clients and advisors concisely and understandably Detail‑oriented with excellent time‑management skills Work Schedule This professional role requires availability during standard business hours Monday through Friday from 8:00 AM to 5:00 PM, 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 free of interruptions. Basic technology needs will be provided to satisfy position requirements. The role involves routinely sitting and standing for periods of time; no heavy lifting over 10 lbs is required. 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, including two high‑deductible health plans and one traditional co‑pay 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 Fourteen 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, supplemental STD, and parent‑leave (8 weeks) to provide time for recovery, bonding, and family enjoyment Adoption assistance reimbursement program Company‑paid concierge services for you and your loved ones for a range of caring needs 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 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. Information Regarding Application Rights and Accommodations For information about applicant rights, required employment notices, E‑Verify participation, and state specific disclosures, please review Applicant Notices and Employment Rights . For a resident of California, learn more about our California Consumer Privacy Policy. #J-18808-Ljbffr Merceradvisors