Tax Operations Specialist

About the role

Mercer Advisors is an independent fiduciary that integrates financial planning, investment management, business management, tax, estate, insurance, and more, serving over 31,300 families across 90+ cities. We are ranked #1 by Barron’s for two consecutive years and offer a diverse and inclusive workplace.

Responsibilities

• Go-to for things related to onboarding and processing of new tax clients.
• Input new client information in our systems and ensure the accuracy of all new client data.
• Process new client onboards efficiently and within specified SLAs while providing excellent customer service to clients and internal stakeholders.
• Generate fee quotes and communicate with clients for approval.
• Aid in new tax employee onboarding and related administrative tasks.
• Aid in billing and invoicing tasks, including monthly tax billing.
• Aid in terminating tax client engagements (Tax NLC processing).
• Aid in newly acquired firms' integration.
• Comfortable using various reports to assist with tracking workflow and monitoring data integrity.
• Provide ongoing insight and suggestions for process improvement.
• Maintain a high level of communication with Manager, Tax Operations to ensure projects stay up-to-date and are completed in a timely manner.
• Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.
• Perform other general operations and administrative duties as needed.

Requirements

• A high school diploma or equivalent required; a bachelor’s degree preferred.
• 1+ years’ experience in an administrative or assistant role.
• Experience or willingness to work with dynamic professionals.
• An outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time.
• Outstanding communication and organizational skills.
• Proficiency with MS Word, Excel, PowerPoint and Outlook.
• Excellent customer service skills.
• Able to maintain confidentiality with all matters.
• Able to have a “can-do” positive attitude and enjoy being part of a team.
• Able to prioritize and multi-task in a busy environment.
• Eager to become an expert in the position.

Work Schedule

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.

Application Deadline

The initial deadline for applications is July 1, 2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.

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 offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Dependent Care Savings Account for child and dependent care
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Employee Assistance Plan
• Generous paid time off program for vacation and sick days
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any 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 an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing