Tax Associate; Bend

Mercer Advisors has helped families simplify their financial lives for over 40 years, integrating financial planning, investment management, tax, estate, and more under one team.

The Tax Team at Mercer Advisors collaborates with wealth management teams to provide tax compliance services to high‑net‑worth clients. The Tax Associate primarily prepares income tax returns, creates quarterly estimates and projections, and provides analysis, demonstrating strong client service and communication skills.

• Prepare tax returns for high‑net‑worth individuals, trusts, and businesses.
• Create quarterly estimates and projections.
• Respond timely and accurately to tax questions, estimates, projections, and analysis for clients and advisors.
• Coordinate with tax support staff to ensure workflow practices and data integrity.
• Respond to tax notices and prepare correspondence.
• Stay up to date on tax law changes.
• Perform other duties as assigned.

• 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 is a plus.
• Experience with CCH Software, including Axcess, Workflow & Practice, and Safe Send.
• Highly organized and tax‑oriented.
• Ability to handle a large volume of activities concurrently.
• Ability to communicate concepts to clients and advisors concisely.
• Detail‑oriented with excellent time‑management skills.

Standard business hours Monday‑Friday 8:00 AM to 5:00 PM, with Saturdays as needed during tax season. Early or late hours may be required. The position may be in a dedicated office or a home‑office workspace. Routine sitting and standing, no lifting over 10 lbs.

$70,000 – $95,000 USD, plus incentive compensation.

• 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, Hospital Indemnity Insurance
• Three Cigna medical plans, including two High Deductible Health Plans and a Traditional Co‑Pay plan;
  Kaiser available in California
• Health Savings Account (HSA) with company contributions for HDHP enrollees
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company‑Paid Holidays, including a week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits: company‑paid STD, supplemental STD, plus parental leave
• Adoption Assistance Reimbursement Program
• Company‑Paid Concierge Services for caregiving needs
• 401(k) Retirement Plan with Traditional, Roth, and after‑tax options, plus employer match
• Pet Insurance
• Personalized financial planning and guidance at preferred employee pricing

Mercer Advisors is an equal‑opportunity employer and does not discriminate based on any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.

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