Tax Associate (San Francisco, CA)
Mercer Advisors is a leading financial services firm that has been helping families with their financial needs for over 40 years. The Tax Associate will be responsible for preparing income tax returns and projections for high-net-worth clients, collaborating with wealth management teams to ensure comprehensive tax compliance.
Responsibilities
- Prepare tax returns for high-net-worth individuals, trusts and businesses
- Create quarterly estimates and projections
- 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
- All other duties as assigned
Skills
- Bachelor's degree in Accounting or related field
- Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting
- Obtained or plan to obtain CPA or EA, a plus
- 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
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD 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.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Company Overview