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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 versátil 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

- 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
- 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.

Salary

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 $79,900 - $94,000 USD

Benefits

- 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.
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- 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

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 [email protected]. This inbox is for accommodation requests only.

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Postúlate en Kit Empleo: kitempleo.com.co/empleo/19jl9s

📌 Sr. Tax Associate - Hybrid (Encino, CA)
🏢 Mercer Advisors
📍 Encino