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Descrizione Lavoro - Senior Tax Associate (Naples, FL) 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 31,300 families across 90+ cities across the U.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.

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are. Join us and help families amplify and simplify their financial lives with confidence.

Mercer 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.

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 do not do audits or assurance work, and there are no business development requirements. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients.



Tax Associate I will have a passion for client service with experience in individual and entity tax preparation.

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.

Prepare tax returns for high-net-worth individuals, trusts and businesses 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 Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients 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. 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.

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. LI-Hybrid 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.

Base Pay

Range $Benefits: Mercer Advisors offers a competitive and robust agevolazioni package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.

Company Paid Basic

Life & AD&D; Insurance Company Paid Short-Term and Long-Term Disability Insurance Short-Term Disability; 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 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.

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 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. If you need an accommodation during the application or hiring process, please email . CCPA Notice at Collection

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