Why Work at Mercer Advisors?
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*Mercer Advisors offers a distinct work environment that stands out in the financial industry.
Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others.
No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Tax Preparer provides dedicated support to the tax preparation team. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.
Essential Job Functions for the Tax Preparer include:
- Assist with preparing federal and multi-state individuals and trust income tax returns.
- Learn and effectively utilize Lacerte tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.
- Prepare and format excel spreadsheets for trust accounting.
- Review documents and tax returns for accuracy
- Perform tax technical research assigned by supervisors.
- Coordinate and communicate with tax advisors, managers, and other team members to perform job functions.
- Administrative tasks (filing, phone calls, etc.)
- Other various assigned projects.
Required Knowledge, Skills & Abilities:
- Degree in Accounting or related field
- Knowledge of tax laws and concepts
- Active PTIN
- Familiarity with Form 1040 and/or Form 1041
- Strong technical skills
- Attention to detail and ability to take initiative to meet deadlines
- Strong communications skills (written/verbal) and professionalism
- Ability to work independently and remain flexible as priorities change
- Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint
- Excellent organizational skills, ability to multi-task, detail-oriented
- Able to navigate a fast-paced environment with a positive attitude
Preferred Knowledge, Skills & Abilities:
- Experience with UltraTax software
- CPA or Enrolled Agent certification
Work Schedule:
Flexible Remote Schedule - Monday through Friday, 8:00AM to 5:00PM
Rate: $25/hr
Working Conditions:
Professional office environment, working inside, standing, and sitting, will be assigned to a workstation.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
