Mercer Advisors
Senior Tax Associate (California)
Newport Beach; San Diego; San Francisco; Woodland Hills · Senior
Sponsorship not specified$90k-$105kDetected 2 days ago
ComplianceBusiness DevelopmentAccountingTaxResearchCommunicationOrganizational Skills
About the role
- 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.
Responsibilities
- 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.
- Coordinate with tax support staff to ensure timely workflow practices and data integrity
Requirements
- Required Knowledge, Skills, and Abilities:
Skills
- 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
Compensation
- $90,000 - $105,000 USD
- 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
Benefits
- 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
- Generous paid time off program for vacation and sick days
Company info
- We are looking for a Sr.
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