Senior Tax Associate (West Coast)

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.

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Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients.

We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients.

Requirements

As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr.

Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

Benefits

from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team. Essential Job Functions will include: Prepare tax returns for high-net-worth individuals, trusts and businesses Create quarterly estimates and projections Responsible for clear concise communication with clients on all matters related to delivery of income tax returns Perform tax research 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 Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients All other duties as assigned Required Knowledge, Skills, and Abilities: 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 Obtained or in the process of obtaining CPA and/or EA preferred Master’s degree in Tax a plus Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.