Remote Senior Tax Associate for Wealth Clients

Merceradvisors; Encino (NM); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401(k) Plan with match

Paid time off

Job summary

Mercer Advisors is seeking a Sr. Tax Associate I to join our Tax Team. The role focuses on preparing and delivering income tax returns, projections, and analyses for high-net-worth clients, with a strong emphasis on client service and clear communication.

You will work in a flexible environment with the option to work from home or in the office, and periodic visits to the office for collaboration. Experience in individual and entity tax preparation is required.

Qualifications

• Bachelor's degree in Accounting or related field.
• Moderate tax code knowledge and general accounting skills.
• Obtained or in the process of obtaining CPA and/or EA preferred.
• Master’s degree in Tax a plus.
• Experience with CCH Axcess, Workflow and Practice, and SafeSend is a plus.

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts and businesses.
• Create quarterly estimates and projections.
• Communicate with clients on all matters related to income tax returns.
• Perform tax research.
• Respond to tax notices, estimates, projections, and analysis with tax and wealth management clients.
• Coordinate with tax staff to ensure timely workflow and data integrity.

Skills

Client service

Time management

Communication skills

Attention to detail

Tax knowledge

Education

Bachelor's degree in Accounting

CPA/EA preferred

Master's degree in Tax a plus

Tools

CCH Axcess

CCH Axcess Workflow

CCH SafeSend

Job description

Mercer Advisors is seeking a Sr. Tax Associate I to join our Tax Team. The role focuses on preparing and delivering income tax returns, projections, and analyses for high-net-worth clients, with a strong emphasis on client service and clear communication.

You will work in a flexible environment with the option to work from home or in the office, and periodic visits to the office for collaboration. Experience in individual and entity tax preparation is required.