Tax Associate

4 weeks ago

Newport Beach, United States Mercer Global Advisors Inc. Full time

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary - which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live -with no formal headquarters, and many flexible working arrangements - so we can assemble the best team.

**Job Summary**:
Do you take pride in your work and get excited about the amazing level of service you provide? We do too Everything we do—and the way we do it—is focused on working collaboratively to achieve our goals while supporting our clients in reaching their Economic Freedom®. We’re looking for great people who are passionate, want to contribute to and celebrate the success of others, and who want to be part of an innovative organization that is a leader in the wealth management and tax industry.

The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. In addition, a significant portion of our tax practice manages the tax compliance process for our clients’ individual income tax, trust, and gift tax returns.

As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Tax Associate has a passion for client service with experience in personal and corporate tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation 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 coordinated visits to the office to collaborate with the team.

**Essential Job Functions for the Tax Associate will include**:

- Prepare tax returns for high-net-worth individuals, trusts and businesses
- Create quarterly estimates and projections
- Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
- Coordinate with administrative and assistant staff to ensure timely workflow practices
- Work with tax staff to respond to tax notices and initial preparation of corresponding letters
- 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**:

- Bachelor’s degree in Accounting or related field
- Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting.
- CPA or EA, a plus
- Experience with UltraTax, Lacerte, and Sureprep 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**:
Daytime and evening hours as needed

**Working Conditions**:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.

Location: Fully remote, but must be close proximity to one of Mercer's locations.

**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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Depend

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