Senior Tax Associate — Remote Flex, High-Net-Worth Focus

Mercer Advisors Inc.; Encino; Híbrido; COP 220.285.000 - 314.693.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company Paid Basic Life & AD&D

Company Paid Disability Insurance

Health Plan options including 3 Cigna

HSA with company contributions

Vision Insurance

Dependent Care FSA

14 Company Paid Holidays

Generous PTO

Employee Assistance Plan

Parental Leave (8 weeks)

401(k) with employer match

Pet Insurance

Concierge Services for caregiving

Maternity benefits

Descripción de la vacante

Mercer Advisors is seeking a Senior Tax Associate I to join our Tax Team in the Encino/ Woodland Hills area. The role focuses on income tax return preparation, tax projections, and client service for high-net-worth clients.

You will work with wealth advisors and tax staff, with a flexible work-from-home schedule and periodic in-office collaboration. Responsibilities include preparing returns for individuals, trusts, and businesses, performing tax research, and delivering timely tax services.

Formación

• 1–3 years of public accounting experience 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 Axcess/Workflow/Practice and SafeSend
• Highly organized with strong time-management and attention to detail

Responsabilidades

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Clear and concise communication with clients on delivery of income tax returns
• Perform tax research
• Respond to tax questions, estimates, projections, and analysis with tax and wealth management clients
• Coordinate with tax staff to ensure timely workflow and data integrity
• Respond to tax notices and draft initial correspondence
• Stay up to date on tax law changes and communicate effects to clients
• All other duties as assigned

Conocimientos

Public accounting

CPA/EA preferred

Attention to detail

Time management

Communication skills

Educación

Bachelor's degree in Accounting

Herramientas

CCH Axcess

CCH Workflow

CCH Practice

SafeSend

Descripción del empleo

Mercer Advisors is seeking a Senior Tax Associate I to join our Tax Team in the Encino/ Woodland Hills area. The role focuses on income tax return preparation, tax projections, and client service for high-net-worth clients.

You will work with wealth advisors and tax staff, with a flexible work-from-home schedule and periodic in-office collaboration. Responsibilities include preparing returns for individuals, trusts, and businesses, performing tax research, and delivering timely tax services.