Senior Tax Associate; West Coast

Job Summary

We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group works closely with wealth advisors to provide tax compliance services to high-net-worth clients. This position offers a great work/life balance in a supportive environment with no audit or assurance work, and no business development requirements.

• Prepare income tax returns for high-net-worth individuals, trusts, and businesses
• Create quarterly estimates and projections
• Communicate clearly and concisely with clients regarding return delivery, estimates, projections, and analysis
• Conduct tax research and stay current on tax law changes, communicating impacts to clients
• Respond to tax questions and queries in a timely and accurate manner for both tax and wealth management clients
• Coordinate with tax support staff to ensure workflow and data integrity
• Assist with tax notice responses and initial correspondence preparation
• Stay up-to-date on tax law changes and communicate effects to clients
• Perform other duties as assigned

• Minimum of 1‑3 years of public accounting experience, or equivalent experience
• Bachelor’s degree in Accounting or a related field
• Moderate knowledge of the tax code and general accounting principles
• CPA and/or EA credential preferred or in-progress
• Experience with CCH software (Axcess, Workflow, Practice, Safe Send) a plus
• Highly organized, detail-oriented, and tax‑oriented
• Ability to manage a large volume of activities simultaneously
• Strong communication skills, able to explain concepts to clients and advisors clearly and concisely
• Excellent time‑management skills

Monday through Friday, 8 AM to 5 PM. Saturdays may be required during tax season. Early or late hours may be necessary to meet client or internal deadlines.

This position may be performed from a professional office, a dedicated home office, or a hybrid arrangement. The workplace will be free of interruptions, with the necessary technology provided. The job requires routine sitting and standing; no heavy lifting over 10 lbs.

Base Pay Range: $80,750 – $95,000 USD.

Eligible for incentive compensation through Mercer Advisors’ incentive compensation program.

• Company‑paid basic life & AD&DD insurance
• Company‑paid short‑term and long‑term disability insurance
• Supplemental life & AD&DD, short‑term disability, accident, critical illness, and hospital indemnity insurance
• Three Cigna medical plan options, including two high‑deductible plans and a traditional co‑pay plan
• Health Savings Account (HSA) with company contributions for HDHP enrollees
• Vision insurance plan
• Dependent care savings account for child and dependent care
• 14 paid holidays, including a full Thanksgiving week off
• Generous paid time off for vacation and sick days
• Employee assistance plan
• Family medical leave
• Paid parental leave (8 weeks)
• Maternity benefits with company‑paid short‑term disability and supplemental short‑term disability
• Adoption assistance reimbursement program
• Company‑paid concierge services for personal and family care needs
• 401(k) retirement plan with both Traditional and Roth options, per‑pay‑period match, and after‑tax options
• Pet insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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.