Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.
Job Summary:
Mercer Advisors is seeking a Tax Assistant to support our Income Tax team. As part of our holistic wealth management, Mercer Advisors’ in-house Income Tax team provides tax planning and preparation services to our HNW and UNHW clientele, including the completion of complex individual, small business, gift and trust income tax returns. The Tax Assistant will take a leading role in supporting the Director to ensure the tax team delivers an exceptional client experience. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and a willingness to help the team succeed. The Tax Assistant is resourceful, proactive and efficient while maintaining an approachable and professional presence to both internal teams and clients.
Essential Job Functions for the Tax Assistant will include:
- Assist with leading administrative tasks related to tax, including maintaining client tax documents, assist staff with workflow, assembling tax returns and electronic filing of returns.
- Shipping, scanning and assembling tax returns, and other client related documents.
- Work closely with the Director to ensure timely correspondence with internal teams and clients.
- Onboarding new tax clients from client advisors across the nation.
- Managing the client intake process for income tax planning and tax preparation, including creation of folders, inputting data into CRM and ensuring data is validated.
- Take a lead role in handling client invoicing for services provided.
- Assist with off-peak tax season projects to optimize team performance and the client experience.
- Other general administrative duties as needed.
Required Knowledge, Skills & Abilities:
- High school diploma required; bachelor’s degree preferred
- Executive support or administrative experience a plus
- Experience or willingness to work with dynamic professionals
- Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
- Outstanding communication and organizational skills
- Proficiency with MS Word, Excel, PowerPoint and Outlook
- Excellent customer service skills
- Able to maintain confidentiality with all matters
- Have a “can-do” positive attitude and enjoy being part of a team
- Ability to prioritize and multi-task in a busy environment
- Eager to become an expert in the position
Work Schedule:
Monday through Friday, 8:00AM – 5:00PM
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.
Location: Fully remote, but must be close proximity to one of Mercer’s locations.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care
- 14 Company Paid Holidays with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance