• The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.
• As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.
• Essential Job Functions will include:
• 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

Tax Associate

Job Level

About the role

Requirements

Staff Accountant

Tax Compliance and Quality Manager - Temporary

Bookkeeper

Associate Manager, Private Equity / FOF

Payroll Specialist