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SalaryMercer 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 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:
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 Lacerte tax software
- CPA or Enrolled Agent certification
Work Schedule: Flexible Remote Schedule - Monday through Friday, 8:00AM to 5:00PM
Working Conditions: Professional office environment, working inside, standing, and sitting, will be assigned to a workstation.
Location: Preferred location is San Diego (hybrid) but open to Remote.
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.
