Senior Tax Associate (Irvine, CA)

Mercer Advisors•Irvine, CA

8d•$78,200 - $92,000•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 high-net-worth clients. The role focuses on preparing and delivering income tax returns, tax projections, and analysis for clients. It requires a client-service orientation, experience with individual and entity tax preparation, strong communication skills, and the ability to manage multiple activities in a fast-paced tax services environment. The team does not perform audits or assurance work, and the role has no business development requirements. The position offers a flexible work-from-home schedule, with the option to work at home or in the office and periodic coordinated office visits for team collaboration. The professional work schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., with Saturdays as needed during tax season. Early or late hours may occasionally be required to meet internal and external client deadlines. Work takes place in a professional office or a dedicated, interruption-free home office workspace. Basic technology needs are provided. The role routinely involves sitting and standing, with no heavy lifting over 10 pounds. Base pay is $78,200–$92,000, and the position is eligible for incentive compensation.

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.
Highly organized and tax-oriented.
Ability to handle a large volume of activities at one time.
Ability to communicate concepts to clients and advisors concisely and understandably.
Detail-oriented with excellent time-management skills.
Availability during standard business hours Monday through Friday, 8:00 a.m. to 5:00 p.m., and Saturdays as needed during tax season; early or late hours may sometimes be needed.

Nice To Haves

Obtained or in the process of obtaining a CPA and/or EA.
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 on matters related to delivery of income tax returns.
Perform tax research.
Respond in a timely and accurate manner to tax questions, estimates, projections, and analysis for 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 prepare initial correspondence.
Stay up to date 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 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.
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 using company-paid short-term disability, supplemental short-term disability if applicable, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving and other needs.
401(k) retirement plan with Traditional and Roth plans, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.