Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.

Essential Job Functions will include:

Prepare tax returns for high-net-worth individuals, trusts and businesses
Create quarterly estimates and projections
Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns
Perform tax research
Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both 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 initial preparation of correspondence
Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients
All other duties as assigned

Required Knowledge, Skills, and Abilities:

Minimum of 1-3 years of public accounting experience, or equivalent experience
Bachelor’s degree in Accounting or related field
Moderate tax code knowledge and general accounting skills
Obtained or in the process of obtaining CPA and/or EA preferred
Master’s degree in Tax a plus
Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
Highly organized and tax-oriented
Ability to handle a large volume of activities at one time
Ability to communicate concepts to clients and advisors in concise and understandable fashion
Must be detail-oriented and have excellent time-management skills

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$70,000—$95,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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Senior Tax Associate (Newport Beach, CA)

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About the role