Tax Associate

Mercer Advisors

Tax Associate preparing tax returns and tax projections for wealth management clients at Mercer Advisors. Collaborating with a supportive tax team in a hybrid environment based in San Francisco.

Posted 4/24/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-Level💰 $80,750 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

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
Stays up to date on tax law and any changes
All other duties as assigned

Requirements

What you’ll need

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

Benefits

Comp & perks

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

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Hard Skills & Tools

tax preparationtax analysistax projectionstax estimatesdata integrity

Soft Skills

highly organizeddetail-orientedtime-managementcommunication

Certifications

CPAEA