Tax Associate (Irvine, CA)
About The Position
The Tax Associate joins Mercer Advisors’ collaborative Tax Team, which works with wealth management teams to provide tax compliance services to high-net-worth clients. The team includes tax professionals such as Enrolled Agents, CPAs, and accountants and handles a wide variety of clients and tax matters. The role primarily prepares income tax returns, tax projections, and analyses for clients. The successful candidate is passionate about client service and interested in developing expertise in individual and entity tax preparation. The role calls for strong communication and interpersonal skills and the flexibility to manage multiple tasks in a fast-paced tax preparation environment. The position may be based in a professional office environment or a dedicated home-office workspace free of interruptions. Basic technology needs will be provided. The role requires availability 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 business tasks and deadlines.
Requirements
- Bachelor’s degree in Accounting or a related field.
- Working knowledge of tax preparation.
- Strong organization and a tax-oriented approach.
- Ability to handle a large volume of activities at one time.
- Ability to communicate concepts to clients and advisors concisely and understandably.
- Attention to detail and 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 sometimes be required.
Nice To Haves
- Preferably 1–3+ years of experience working in public accounting.
- Obtained or plan to obtain a CPA or EA credential.
- 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.
- Respond accurately and on time to tax questions, estimates, projections, and analysis requests from 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.
- 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.
- Medical plan options, including Cigna plans and Kaiser plans in California.
- Health Savings Account with company contributions for employees enrolled in either HDHP medical 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 (8 weeks).
- Adoption assistance reimbursement program.
- Company-paid concierge services for caregiving needs and life challenges.
- 401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
- Pet insurance.
- Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
- Incentive compensation eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
