Tax Associate - job 1 of 2
Skills
- Strong knowledge of tax preparation and compliance
- Experience with UltraTax and Sureprep software
- Excellent time-management and organizational skills
- Superior communication skills to explain tax concepts clearly
- Ability to manage multiple tasks in a fast-paced environment
- Detail-oriented with accuracy in work
Responsibilities
- Prepare tax returns for high-net-worth individuals, trusts, and businesses
- Create quarterly tax estimates and projections
- Respond timely and accurately to tax-related questions and correspondence
- Coordinate with tax support staff to ensure workflow efficiency and data integrity
- Assist with tax notices and initial correspondence preparation
- Stay current on tax laws and updates
- Perform additional duties as assigned
Education
- Bachelor’s degree in Accounting or related field is required
Benefits
- Company-paid Basic Life & AD&D Insurance
- Short-Term and Long-Term Disability Insurance
- Multiple medical plan options including HDHP and Co-Pay plans
- Health Savings Account with company contributions
- Dental and Vision Insurance
- Dependent Care Savings Account
- 14 Company-paid holidays including Thanksgiving week
- Generous paid vacation and sick leave
- Employee Assistance Program
- Family and Paid Parental Leave
- Adoption Assistance Reimbursement
- Concierge services for family and caregiving needs
- 401(k) Retirement Plan with employer match
- Pet Insurance
Average salary estimate
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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial plan...
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