Tax Operations Specialist

Embedded Shishya; Deutschland; Vor Ort; EUR 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Health insurance

Paid holidays

401(k) retirement plan

Paid parental leave

Life & AD&D insurance

Zusammenfassung

Mercer Advisors is seeking a Tax Operations Specialist to support the in-house Income Tax team. You will handle onboarding, data entry, and client communications with a focus on accuracy and efficiency.

Responsibilities include generating fee quotes, assisting with billing, onboarding new tax employees, and ensuring timely completion of tasks while maintaining confidentiality. This role offers professional growth and a collaborative environment with standard business hours and tax-season

Qualifikationen

• 1+ years’ experience in an administrative or assistant role.
• Strong organizational skills and attention to detail.
• Ability to work under pressure, meet deadlines and multitask.

Aufgaben

• Onboard and process new tax clients.
• Enter new client data accurately in systems.
• Ensure new client onboarding meets SLAs and maintains client service quality.
• Generate fee quotes and obtain client approval.
• Assist with billing, invoicing, and tax client engagements.
• Support with onboarding of new tax employees and related tasks.

Kenntnisse

Administrative experience

Communication

Data entry

MS Word

Excel

PowerPoint

Outlook

Confidentiality

Time management

Ausbildung

High school diploma

Bachelor's degree preferred

Tools

MS Office (Word, Excel, PowerPoint)

CRM/ERP systems

Jobbeschreibung

Job Summary

As part of our holistic wealth management, Mercer Advisors’ in-house Income Tax team provides tax planning and preparation services to our HNW and UNHW clientele, including the completion of complex individual, small business, gift, and trust income tax returns. The Tax Operations Specialist will be a critical team member in support of the tax team. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and professionalism. The Tax Operations Specialist is resourceful, proactive and efficient while maintaining an approachable and professional presence to both internal teams and clients.

Essential Job Functions

• 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.

Required Knowledge, Skills, and Abilities

• 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.
• 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.

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life 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.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• 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

Application Information

Application Deadline: The initial deadline for applications is 7/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Equal Opportunity Employment

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

Accommodations

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Legal Notices

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