Tax Associate - Hybrid: Los Angeles, CA)
Mercer Advisors, Los Angeles, CA, United States
LA Century City
Job Summary
The Tax Team at Mercer Advisors is a collaborative, fun, and supportive work environment that collaborates with our wealth management teams to deliver tax compliance services to high-net-worth clients. The team comprises tax professionals, including Enrolled Agents, CPAs, and accountants across the nation, working directly with a wide variety of clients and tax matters.
Essential Job Functions
Prepare tax returns for high-net-worth individuals, trusts and businesses
Create quarterly estimates and projections
Respond in a timely and accurate manner 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 prepare correspondence
Stay up to date on tax law and any changes
All other duties as assigned
Required Knowledge, Skills, and Abilities
Bachelor’s degree in Accounting or related field
Working knowledge of tax preparation, preferably 1–3+ years 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
Work Schedule
Standard business hours Monday through Friday, 8 AM to 5 PM. Saturdays may be required during tax season. Early or late hours may be necessary to meet deadlines.
Working Conditions
The position may be performed in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology will be provided as required. The role involves routine sitting and standing. No heavy lifting over 10 lbs. #LI-Hybrid
Base Pay Range
$80,750 - $95,000 USD
Benefits
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 Cigna medical plans, including two High Deductible Health Plans and a Traditional Co‑Pay plan
Health Savings Account (HSA) with company contributions if enrolled in either HDHP plan
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, including company‑paid STD and Supplemental STD, plus Parental Leave
Adoption Assistance Reimbursement Program
Company‑Paid Concierge Services for aging parents, young children, and life’s challenges
401(k) Retirement Plan with Traditional and Roth options, company match, and after‑tax option
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing
Equal Opportunity Employer
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
#J-18808-Ljbffr
Job Summary
The Tax Team at Mercer Advisors is a collaborative, fun, and supportive work environment that collaborates with our wealth management teams to deliver tax compliance services to high-net-worth clients. The team comprises tax professionals, including Enrolled Agents, CPAs, and accountants across the nation, working directly with a wide variety of clients and tax matters.
Essential Job Functions
Prepare tax returns for high-net-worth individuals, trusts and businesses
Create quarterly estimates and projections
Respond in a timely and accurate manner 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 prepare correspondence
Stay up to date on tax law and any changes
All other duties as assigned
Required Knowledge, Skills, and Abilities
Bachelor’s degree in Accounting or related field
Working knowledge of tax preparation, preferably 1–3+ years 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
Work Schedule
Standard business hours Monday through Friday, 8 AM to 5 PM. Saturdays may be required during tax season. Early or late hours may be necessary to meet deadlines.
Working Conditions
The position may be performed in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology will be provided as required. The role involves routine sitting and standing. No heavy lifting over 10 lbs. #LI-Hybrid
Base Pay Range
$80,750 - $95,000 USD
Benefits
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 Cigna medical plans, including two High Deductible Health Plans and a Traditional Co‑Pay plan
Health Savings Account (HSA) with company contributions if enrolled in either HDHP plan
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, including company‑paid STD and Supplemental STD, plus Parental Leave
Adoption Assistance Reimbursement Program
Company‑Paid Concierge Services for aging parents, young children, and life’s challenges
401(k) Retirement Plan with Traditional and Roth options, company match, and after‑tax option
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing
Equal Opportunity Employer
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
#J-18808-Ljbffr