Skills
Tax compliance
Tax planning
Tax research
About the Role
Mercer Advisors is seeking a Senior Tax Associate to support clients across the West Coast. You’ll help deliver integrated tax guidance as part of a team that coordinates financial planning, investments, business support, estate strategy, and insurance—working together to simplify clients’ financial lives.
Responsibilities
- Prepare and review federal and state tax work products for individuals and/or businesses
- Support tax planning and compliance activities in collaboration with senior team members
- Conduct research on tax positions and assist in documenting recommendations
- Coordinate with internal stakeholders to ensure deliverables are accurate and timely
- Help maintain a high standard of client service through clear communication and responsiveness
Requirements
- Strong knowledge of tax compliance and planning fundamentals
- Experience preparing tax returns and supporting supporting schedules and documentation
- Ability to research tax topics and apply guidance to client situations
- Strong attention to detail and comfort working with deadlines
- Professional communication skills for collaborating with team members and client-facing stakeholders
Benefits
- Work with a nationally recognized firm focused on fiduciary best interests
- Flexible work arrangement with a remote-friendly footprint
- Opportunity to grow within an integrated, multidisciplinary team environment
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