Senior Tax Associate

merceradvisors; Encino (NM); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits package

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 analysis for high-net-worth clients, in collaboration with wealth advisors.

The ideal candidate enjoys client service and a flexible work-from-home schedule. You will work with a diverse client base, ensuring accurate tax planning, timely responses, and clear communication.

Qualifications

• 1-3 years public accounting experience or equivalent.
• Bachelor's degree in Accounting or related field.
• CPA and/or EA preferred.
• Master's degree in Tax a plus.
• Experience with CCH Axcess, including 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 clearly with clients on delivery of income tax returns.
• Perform tax research and analysis.
• Respond timely to tax questions, estimates, projections, and analyses for clients.
• Coordinate with tax support staff to ensure workflow and data integrity.
• Address tax notices and draft initial client correspondence.
• Stay current on tax law changes and explain impacts to clients.
• All other duties as assigned.

Skills

Tax preparation

Tax projections

Client communication

Time management

Attention to detail

Public accounting

Education

Bachelor's degree in Accounting

CPA/EA preferred

Master's in Tax a plus

Tools

CCH Axcess

Workflow & Practice

SafeSend

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.*

* Mercury Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary:

We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.

Essential Job Functions will include:

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns
• Perform tax research
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow practices and data integrity
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients
• All other duties as assigned

Required Knowledge, Skills, and Abilities:

• Minimum of 1-3 years of public accounting experience, or equivalent experience
• 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, including Axcess, Workflow and Practice, and SafeSend, a plus.
• Highly organized and tax-oriented
• Ability to handle a large volume of activities at one time
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills

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 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:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs ar