Senior Tax Associate - Remote, Client-Focused Tax Pro

Mercer Advisors Inc.; Encino; Hybrid; COP 303,253,000 - 335,174,000; Full time

Benefits offered by this job

Company Paid Life & AD&D Insurance

401(k) with match

Generous PTO and holidays

Paid Parental Leave

Job summary

Mercer Advisors seeks a Sr. Tax Associate I to join its Tax Team. This role focuses on providing tax compliance services for high-net-worth clients in collaboration with wealth advisors.

It emphasizes excellent client service, flexible work-from-home options, and avoidance of audits or assurance work. Strong communication and multitasking are essential. The candidate will prepare income tax returns, projections, and analyses for individuals and entities, with opportunities for growth and

Qualifications

• Public accounting experience: 1–3 years or equivalent.
• Bachelor’s degree in Accounting or related field.
• Moderate tax code knowledge and general accounting skills.
• CPA and/or EA (preferred).
• Experience with CCH solutions is a plus.

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts, and businesses.
• Create quarterly estimates and projections.
• Communicate clearly with clients on tax deliverables.
• Conduct tax research and respond to notices.
• Coordinate with tax staff to ensure timely workflows.
• Stay updated on tax law changes and their impact.

Skills

Tax prep experience

Client communication

Time management

Attention to detail

CPA/EA preferred

Education

Bachelor's degree in Accounting

Tools

CCH Axcess

CCH Axcess Workflow

CCH SafeSend

Job description

Mercer Advisors seeks a Sr. Tax Associate I to join its Tax Team. This role focuses on providing tax compliance services for high-net-worth clients in collaboration with wealth advisors.

It emphasizes excellent client service, flexible work-from-home options, and avoidance of audits or assurance work. Strong communication and multitasking are essential. The candidate will prepare income tax returns, projections, and analyses for individuals and entities, with opportunities for growth and