Tax Associate (Irvine, CA)
About The Position
Mercer Advisors is hiring a Tax Associate to join its 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 client and tax matters. The Tax Associate primarily prepares income tax returns, tax projections, and analyses for clients. The role calls for a strong commitment to client service, an interest in advancing tax preparation knowledge, personable communication, and the ability to manage multiple tasks in a fast-paced tax preparation environment. The position requires availability Monday through Friday, 8:00 a.m. to 5:00 p.m., with Saturdays as needed during tax season. Early or late hours may sometimes be needed to meet business tasks and client deadlines. The work may be performed in a professional office or a dedicated home office workspace free of interruptions; basic technology will be provided. The position routinely involves sitting and standing and does not require lifting more than 10 pounds.
Requirements
- Bachelor’s degree in Accounting or a related field.
- Working knowledge of tax preparation.
- 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; occasional early or late hours may be required.
Nice To Haves
- Preferably 1–3+ years of experience working in public accounting.
- Obtained or plans to obtain a CPA or EA designation.
- 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 promptly to tax questions, estimates, projections, and analysis requests from tax and wealth management clients.
- Coordinate with tax support staff to maintain timely workflows 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.
- 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 offerings, 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 of 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 match, 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
