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 Administrator is responsible for working within our exciting and dynamic tax team by supporting the tax needs of clients. The position requires flexibility, excellent verbal and written communication skills, and attention to detail.
Essential Job Functions for the Tax Administrator will include:
- Assisting with various tax-season processes including assembling/scanning/archiving data, logging in tax returns, preparing internal forms, preparing pre-tax-season files, e-filing, processing of tax files after mailing, and delivering returns
- Coordinating and communicating with tax advisors, managers, and other team members to perform job functions
- Corresponding with clients by phone (inbound and outbound calls) and by email following up on requests and to gather supplemental information
- Accurately inputting data and transcribing confidential client correspondence
- Maintaining data integrity across all systems, confirming data and making updates, and preparing reports
- Other general administrative duties as needed
Required Knowledge, Skills & Abilities:
- High school diploma required; college degree a plus
- Administrative and/or executive support experience preferred
- Transcription experience a plus
- Working knowledge of Microsoft Office programs including Word, Excel, and Outlook
- Excellent organizational skills, ability to multi-task, detail-oriented
- Superior written and verbal communication skills
- Able to navigate a fast-paced environment with a positive attitude
Work Schedule:
Flexible Remote Schedule - Monday through Friday, 8:00AM to 5:00PM
Rate: $20/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.
