Tax Associate; Denver

Job Summary

The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.

As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi‑task in a fast‑paced tax preparation environment.

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

• Bachelor’s degree in Accounting or related field
• Working knowledge of tax preparation, preferably 1‑3+ years of experience in public accounting
• Obtained or plan to obtain CPA or EA, a plus
• Experience with CCH, including Axcess, Workflow and Practice, and Safe Send, a plus
• Highly organized and tax-oriented
• Ability to manage a large volume of activities concurrently
• Ability to communicate concepts to clients and advisors in a concise and understandable fashion
• Detail-oriented and possess excellent time-management skills

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Base Pay Range

$70,000 - $95,000 USD

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

• 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 offerings including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical 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 utilizing company paid STD, supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as…