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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 adaptable 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 th

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📌 Senior Tax Associate (Encino)
🏢 Mercer Advisors
📍 Encino