Tax Support Specialist (Newport Beach, CA)

Why Work at Mercer Advisors? 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 the kind of comprehensive care once reserved for only the wealthiest households.

S. * 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. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets.

The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary: As part of our holistic wealth management, Mercer Advisors’ in-house Income Tax team provides tax planning and preparation services to our HNW and UNHW clientele, including the completion of complex individual, small business, gift and trust income tax returns. The Tax Support Specialist will be a critical team member in support of the tax practitioner team ensuring the tax team delivers an exceptional client experience. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and a willingness to help the team succeed.

The Tax Support Specialist is resourceful, proactive and efficient while maintaining an approachable and professional presence to both internal teams and clients. Essential Job Functions will include: Go-to for client facing and non-client facing administrative tasks related to tax, including maintaining client tax documents, assist staff with workflow, assembling tax returns and electronic filing of returns. Comfortable using various reports to assist with managing workflow and monitoring data integrity.

Provide ongoing insight and suggestions for process improvement. Work closely with the tax practitioner team and Manager, Tax Operations to ensure timely correspondence with internal teams and clients. Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.

Handle client invoicing for services provided. Shipping, scanning and assembling tax returns, and other client related documents. Assist with off-peak tax season projects to optimize team performance and the client experience.

Other general administrative duties as needed. Required Knowledge, Skills, and Abilities: High school diploma required; bachelor’s degree preferred 1+ years’ experience in an administrative or assistant role Experience or willingness to work with dynamic professionals Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time Outstanding communication and organizational skills.