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 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.

Base Pay 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.

$90,000 — $105,000 USD

Benefits Company Paid Basic Life &

- AD&D; Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Supplemental Life &

- AD&D;
- 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.

Kaiser Medical plans available in California

Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

Two comprehensive Dental Plans

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

Other We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Legal Disclaimers 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.

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