Senior Tax Associate - UHNW (Northeast)

Mercer Advisors

9d•$99,000 - $110,000•Hybrid

About The Position

Mercer Advisors is seeking a Senior Tax Associate to join its Tax Team, which works with wealth advisors to provide tax compliance services to ultra-high-net-worth clients. The role focuses on preparing and delivering income tax returns, tax projections, and analysis for individuals, trusts, and businesses. It includes direct client communication and collaboration with tax support staff and wealth management colleagues. The position does not involve audits, assurance work, or business-development requirements. The position offers a flexible work-from-home schedule, with the option to work from home or in an office and periodic coordinated office visits for team collaboration. Work is generally scheduled Monday through Friday, 8 a.m. to 5 p.m.; Saturday availability may be needed during tax season. Early or late hours may sometimes be required to meet client and business deadlines. The work environment may be a professional office or a dedicated, interruption-free home office. Basic technology is provided. The role involves routinely sitting and standing, with no heavy lifting over 10 pounds.

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 organization and tax orientation.
Ability to handle a large volume of activities simultaneously.
Ability to explain concepts to clients and advisors concisely and understandably.
Detail-oriented, with excellent time-management skills.
Availability during standard business hours Monday through Friday, 8 a.m. to 5 p.m., and Saturdays as needed during tax season; early or late hours may occasionally be required.

Nice To Haves

Obtained or in the process of obtaining a CPA and/or EA credential.
Master’s degree in Tax.
Experience with UltraTax and SurePrep.

Responsibilities

Prepare tax returns for ultra-high-net-worth individuals, trusts, and businesses.
Create quarterly tax estimates and projections.
Communicate clearly and concisely with clients about delivery of income tax returns.
Perform tax research.
Respond accurately and promptly to tax questions, estimates, projections, and analysis from tax and wealth management clients.
Coordinate with tax support staff to ensure timely workflow and data integrity.
Work with tax staff to respond to tax notices and prepare initial correspondence.
Stay current on tax law and changes, 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 options, 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 dental plans.
Vision insurance.
Dependent Care Savings Account.
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 (8 weeks).
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and 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 matching, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Eligible for incentive compensation through a Mercer Advisors incentive compensation program.