Senior Tax Associate (Encino, CA or Woodland Hills, CA)

Mercer Advisors•Los Angeles, CA

9d•Hybrid

About The Position

Mercer Advisors is seeking a Senior Tax Associate I to join its Tax Team, which works 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 tax analysis for individual and entity clients. It offers direct client interaction and does not involve audit or assurance work or business-development requirements. The position calls for a client-service-oriented, personable professional with individual and entity tax preparation experience, strong communication skills, and the ability to manage multiple priorities in a fast-paced tax services environment. The role offers a flexible work-from-home schedule or office work, with periodic coordinated office visits for team collaboration. The position may be performed in a professional office or a dedicated home-office workspace free of interruptions. Basic technology will be provided. The work routinely involves sitting and standing; lifting more than 10 pounds is not 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 organization and a tax-oriented approach.
Ability to handle a large volume of activities at one time.
Ability to communicate concepts concisely and understandably to clients and advisors.
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 to meet deadlines.

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 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 for tax and wealth-management clients.
Coordinate with tax support staff to support timely workflow practices and data integrity.
Work with tax staff to respond to tax notices and initially prepare 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 plans, 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 of eight 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 and other needs.
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.