Senior Tax Associate (California)
About The Position
Mercer Advisors is seeking a Sr. Tax Associate I to join their Tax Team. This team provides tax compliance services to high-net-worth clients in conjunction with wealth advisors. The role offers a great work/life balance, a supportive environment, and direct client interaction, without the headaches of billable hours or business development found in traditional public accounting. The Sr. Tax Associate I will be responsible for preparing and delivering income tax returns, tax projections, and analysis for clients, with a focus on individual and entity tax preparation. The position offers a flexible work-from-home schedule, with periodic office visits for team collaboration.
Requirements
- 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
- 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
Nice To Haves
- 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.
Responsibilities
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
