Tax Operations Specialist

Mercer Advisors

Tax Operations Specialist at Mercer Advisors completing tax returns for high net worth clients. Onboarding new clients and maintaining data accuracy while ensuring excellent customer service.

Posted 7/23/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $26 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong administrative capabilities with a focus on client onboarding, data accuracy, and process improvement. Proficient in customer service and communication, ensuring a high-quality experience for clients and stakeholders.

Highest-signal resume keywords

Client OnboardingData AccuracyCustomer ServiceMS Office ProficiencyProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryBillingInvoicingTax ProcessingWorkflow Tracking

Soft Skills

Outstanding CommunicationOrganizational SkillsSelf-Starter AttitudeAbility to Multi-TaskTeam Collaboration

Tools & Technologies

MS WordMS ExcelMS PowerPointMS Outlook

Industry Keywords

Tax Client EngagementClient IntegrationAdministrative SupportConfidentiality

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

Go-to for things related to onboarding and processing of new tax clients.
Input new client information in our systems and ensure the accuracy of all new client data.
Process new client onboards efficiently and within specified SLAs while providing excellent customer service to clients and internal stakeholders.
Generate fee quotes and communicate with clients for approval.
Assist with new tax employee onboarding and related administrative tasks.
Assist with billing and invoicing tasks, including monthly tax billing.
Assist with terminating tax client engagement (Tax NLC processing).
Assist with newly acquired firms’ integration.
Comfortable using various reports to assist with tracking workflow and monitoring data integrity.
Provide ongoing insight and suggestions for process improvement.
Maintain a high level of communication with Manager, Tax Operations to ensure projects stay up-to-date and are completed in a timely manner.
Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.
Other general operations and administrative duties as needed.

Requirements

What you’ll need

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.
Proficiency with MS Word, Excel, PowerPoint and Outlook
Excellent customer service skills
Able to maintain confidentiality with all matters
Have a “can-do” positive attitude and enjoy being part of a team
Ability to prioritize and multi-task in a busy environment
Eager to become an expert in the position

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