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 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 associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. They are personable, demonstrate superior communication skills, and possess the flexibility to multi‑task in a fast‑paced tax preparation environment.

Essential Job Functions

• Prepare tax returns for high‑net‑worth individuals, trusts and businesses
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