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Tax Associate - Remote

Posted 17 hours ago
Finance / Legal
Full Time
USA

Overview

The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment, providing tax compliance services to high-net-worth clients.

In Short

  • Prepare tax returns for high-net-worth individuals, trusts, and businesses
  • Create quarterly estimates and projections
  • Respond to tax questions and provide analysis
  • Coordinate with tax support staff for timely workflow
  • Stay updated on tax law changes
  • Work in a collaborative team environment
  • Handle multiple tasks in a fast-paced environment
  • Must be detail-oriented and organized
  • Available during standard business hours
  • Work may be in an office or home office setting

Requirements

  • Bachelor’s degree in Accounting or related field
  • 1-3+ years of experience in public accounting
  • CPA or EA preferred
  • Experience with UltraTax and Sureprep
  • Highly organized and tax-oriented
  • Excellent communication skills
  • Ability to manage a large volume of activities
  • Detail-oriented with strong time-management skills

Benefits

  • Company Paid Basic Life & AD&D Insurance
  • Short-Term and Long-Term Disability Insurance
  • Multiple medical plan offerings
  • Health Savings Account with company contributions
  • Comprehensive Dental and Vision Plans
  • Generous paid time off program
  • 401(k) Retirement Plan with matching
  • Paid Parental Leave and Adoption Assistance
  • Employee Assistance Plan
  • Pet Insurance

M.A

Mercer Advisors

Mercer Advisors is a leading independent financial advisory firm with over 40 years of experience in helping families enhance and simplify their financial lives. The company integrates various financial services, including financial planning, investment management, tax, estate, and insurance, all managed by a single team. Serving more than 31,300 families across 90 cities in the U.S., Mercer Advisors has been recognized as the #1 Registered Investment Advisor (RIA) firm in the nation by Barron’s. The firm is committed to diversity, with a workforce that is 50% women, and offers flexible working arrangements to attract top talent. Mercer Advisors is dedicated to making a meaningful impact on the financial well-being of families nationwide.

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