Tax Associate | HNW Tax Prep & Planning

Mercer Advisors Inc.; Irvine (CA); Ibrido; USD 72.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) plan with company match

Paid time off

Parental leave

HSA with company contributions

Descrizione del lavoro

Mercer Advisors in Irvine, CA is seeking a Tax Associate to join the nationwide Tax Team. You will prepare income tax returns, projections, and analyses for high-net-worth clients, trusts and businesses, collaborating with wealth management colleagues to deliver comprehensive tax services.

The role emphasizes client service, clear communication, and accuracy in a fast-paced environment; requires a CPA or EA is a plus, 1–3+ years public accounting, and a Bachelor’s in Accounting.

Competenze

• Bachelor's degree in Accounting or related field
• 1–3+ years of experience in public accounting
• CPA or EA, a plus
• Experience with CCH Axcess, Workflow 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 clearly
• Detail-oriented with excellent time-management skills

Mansioni

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• 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
• Work with tax staff to respond to tax notices and prepare initial correspondence
• Stay up to date on tax law changes
• All other duties as assigned

Conoscenze

Tax preparation

Time management

Client communication

Detail oriented

Organization

Public accounting

Formazione

Bachelor's degree in Accounting or related field

Strumenti

CCH Axcess

Axcess Workflow

SafeSend

Descrizione del lavoro

Mercer Advisors in Irvine, CA is seeking a Tax Associate to join the nationwide Tax Team. You will prepare income tax returns, projections, and analyses for high-net-worth clients, trusts and businesses, collaborating with wealth management colleagues to deliver comprehensive tax services.

The role emphasizes client service, clear communication, and accuracy in a fast-paced environment; requires a CPA or EA is a plus, 1–3+ years public accounting, and a Bachelor’s in Accounting.