Mercer Advisors

Senior Tax Associate

Mercer Advisors

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $80,750 - $95,000 per year

Job Level

Senior

About the role

  • 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

Requirements

  • 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 UltraTax and Sureprep 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.
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
  • Pet Insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax preparationtax researchtax code knowledgeaccounting skillsincome tax returnsquarterly estimatesprojectionsdata integritycorrespondence preparationwealth management
Soft Skills
clear communicationorganizational skillstime managementdetail-orientedability to handle multiple activitiesconcise communicationclient interactionteam coordinationproblem-solvingadaptability
Certifications
CPAEABachelor’s degree in AccountingMaster’s degree in Tax