Tax Support Specialist (East Coast)

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 in the U.S. We were ranked #1 for RIA firms with up to $70 billion in assets by Barron’s for two consecutive years.

Responsibilities

• Go-to for client facing and non-client facing administrative tasks related to tax, including maintaining client tax documents, assisting staff with workflow, assembling tax returns, and electronic filing of returns.
• Comfortable using various reports to assist with managing workflow and monitoring data integrity.
• Provide ongoing insight and suggestions for process improvement.
• Work closely with the tax practitioner team and Manager, Tax Operations to ensure timely correspondence with internal teams and clients.
• Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.
• Handle client invoicing for services provided.
• Ship, scan, and assemble tax returns, and other client related documents.
• Affiliate with off-peak tax season projects to optimize team performance and the client experience.
• Assist with other general 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.
• A “can-do” positive attitude and enjoy being part of a team.
• Ability to prioritize and multi-task in a busy environment.
• Eager to become an expert in the position.

Qualifications

• High school diploma required; 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.
• A “can-do” positive attitude and enjoy being part of a team.
• Ability to prioritize and multi-task in a busy environment.
• Eager to become an expert in the position.

Skills

• 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.
• A “can-do” positive attitude and enjoy being part of a team.
• Ability to prioritize and multi-task in a busy environment.
• Eager to become an expert in the position.

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
• Dependent Care Savings Account for child and dependent care
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Pay

$26 - $33 USD

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.

Location

This position can be anywhere in the US, but will need to be able to travel to the office located nearest them.