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

Mercer Advisors • Woodland Hills, CA

8d • 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 primarily on preparing and delivering income tax returns, tax projections, and analysis for individuals and entities. It is suited to a client-service-oriented tax professional with individual and entity tax preparation experience who can communicate clearly and manage multiple tasks in a fast-paced environment. The position offers a flexible work-from-home schedule or office work, with periodic coordinated office visits for team collaboration. The role does not involve audits or assurance work and has no business-development requirements.

The position requires availability during standard business hours, Monday through Friday from 8 a.m. to 5 p.m., and Saturdays as needed during tax season. Early or late hours may occasionally be required to meet business tasks and client deadlines. Work may be performed in a professional office or a dedicated home-office workspace free of interruptions. Basic technology needs will be provided. The work routinely involves sitting and standing for periods of time, 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 client-service orientation and experience preparing individual and entity tax returns.
• Ability to handle a large volume of activities simultaneously.
• Ability to communicate concepts concisely and understandably to clients and advisors.
• Highly organized, tax-oriented, and detail-oriented, with excellent time-management skills.
• Availability Monday through Friday, 8 a.m. to 5 p.m., and Saturdays as needed during tax season; early or late hours may sometimes be required.
• Ability to work in a professional office or a dedicated, interruption-free home-office workspace.

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 ensure timely workflows 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 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 (8 weeks).
• Maternity benefits, including 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, a per-pay-period match, and an after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
• Flexible work-from-home schedule.

What This Job Offers

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