Senior Tax Associate (Irvine, CA)

Mercer Advisors • Irvine, CA

7d • Hybrid

About The Position

Mercer Advisors is seeking a Senior Tax Associate to join its Tax Team, which partners with wealth advisors to provide tax compliance services to high-net-worth clients. The role focuses on preparing and delivering income tax returns, tax projections, and analyses for individuals, trusts, and businesses. It also involves communicating with clients about tax matters, conducting tax research, responding to tax questions and notices, coordinating with tax support staff, and keeping clients informed about relevant tax law changes. The position offers a flexible work-from-home schedule or office work, with periodic coordinated office visits for team collaboration. It is a professional role requiring availability during standard business hours Monday through Friday, with Saturdays as needed during tax season and occasional early or late hours to meet deadlines. Work may be performed in a professional office or a dedicated home office workspace. The role involves routinely sitting and standing; no heavy lifting over 10 pounds is required.

Requirements

• At least 1–3 years of public accounting experience or equivalent experience.
• Bachelor’s degree in Accounting or a related field.
• Moderate tax code knowledge and general accounting skills.
• Strong client-service orientation and experience in individual and entity tax preparation.
• Superior communication skills, including the ability to explain concepts concisely and understandably to clients and advisors.
• Highly organized, tax-oriented, detail-oriented, and able to manage time effectively.
• Ability to handle a large volume of activities at one time.
• Availability during standard business hours Monday through Friday, 8 a.m. to 5 p.m.; Saturdays as needed during tax season; occasional early or late hours may be required.
• Ability to work in a professional office environment or a dedicated home office workspace free of interruptions.

Nice To Haves

• Obtained or in the process of obtaining a CPA and/or EA credential.
• Master’s degree in Tax.
• Experience with CCH, including Axcess, Workflow, and Practice, and SafeSend.

Responsibilities

• Prepare tax returns for high-net-worth individuals, trusts, and businesses.
• Create quarterly estimates and projections.
• Communicate clearly and concisely with clients about delivery of income tax returns.
• Conduct tax research.
• Respond accurately and promptly to tax questions, estimates, projections, and analyses for tax and wealth management clients.
• Coordinate with tax support staff to ensure timely workflows and data integrity.
• Work with tax staff to respond to tax notices and initially prepare correspondence.
• Stay current on tax law and communicate the effects of changes to clients.
• Perform other duties as assigned.

Benefits

• Company-paid basic life and AD&D insurance.
• Company-paid short-term and long-term disability insurance.
• Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
• Three Cigna medical plan offerings, including two high-deductible health plans and a traditional co-pay plan; Kaiser medical plans are available in California.
• Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
• Two comprehensive dental plans.
• Vision insurance.
• Dependent Care Savings Account for child and dependent care.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid time off for vacation and sick days.
• Employee Assistance Plan.
• Family medical leave.
• Paid parental leave of 8 weeks.
• Maternity benefits, including company-paid short-term disability, any supplemental short-term disability, and 8 weeks of parental leave.
• Adoption assistance reimbursement program.
• Company-paid concierge services for caregiving needs and other life challenges.
• 401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
• Incentive compensation program eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior