Senior Business Management & Tax Supervisor

Mercer Advisors Inc.; Encino; Hybrid; COP 386,151,000 - 454,295,000; Full time

Benefits offered by this job

Health Insurance

Disability Insurance

Holidays

401(k) Plan

Parental Leave

Job summary

Mercer Advisors is seeking a detail-oriented Business Management Accounting Supervisor to supervise multiple teams of account managers and bookkeepers in Encino, California. The role involves analyzing clients' books, preparing financial statements and tax returns, and delivering client services within a supportive, team-oriented setting.

You will leverage your accounting education and experience to produce tax projections, manage deadlines, and maintain strong client relationships while

Qualifications

• 3-5 years of supervisory experience.
• 3-5 years of experience in preparation of income tax returns.
• Bachelor's Degree in Accounting or related field.
• CPA or CFP license a plus.
• Prior work experience in a CPA firm or business management firm.
• Ability to apply critical thinking in daily tasks.
• Ability to problem solve.
• Ability to multi-task, stay organized and work within tight deadlines.
• Proficiency in Excel, Word, Outlook.
• Knowledge of Datafaction and AgilLink is a plus.
• Knowledge of CCH Access Tax is a plus.
• Knowledge of BNA income tax planner and Quickbooks is a plus.

Responsibilities

• Reviewing, analyzing and preparing financial statements.
• Preparing individual and business income tax returns.
• Preparing tax projections for individuals and business entities.
• Working within tight deadlines.
• Maintaining a working relationship with clients.
• Collaborating with BM Account Managers and BM Assistant Bookkeepers.

Skills

Supervisory experience

Income tax returns

Bachelor’s Degree in Accounting

CPA or CFP license

Excel

Communication skills

Multi-tasking

Attention to deadlines

Education

Bachelor’s Degree in Accounting or related field

Tools

Excel

Word

Outlook

Datafaction

AgilLink

CCH Access Tax

BNA Income Tax Planner

QuickBooks

Job description

Mercer Advisors is seeking a detail-oriented Business Management Accounting Supervisor to supervise multiple teams of account managers and bookkeepers in Encino, California. The role involves analyzing clients' books, preparing financial statements and tax returns, and delivering client services within a supportive, team-oriented setting.

You will leverage your accounting education and experience to produce tax projections, manage deadlines, and maintain strong client relationships while