Mercer Advisors
Fintech • Finance • B2C
Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.
Seasonal Tax Preparer
Job not on LinkedIn
November 18
Mercer Advisors
Fintech • Finance • B2C
Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.
📋 Description
• Assist with preparing federal and multi-state individuals and trust income tax returns. • Learn and effectively utilize Lacerte tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients. • Prepare and format excel spreadsheets for trust accounting. • Review documents and tax returns for accuracy • Perform tax technical research assigned by supervisors. • Coordinate and communicate with tax advisors, managers, and other team members to perform job functions. • Administrative tasks (filing, phone calls, etc.) • Other various assigned projects.
🎯 Requirements
• Degree in Accounting or related field • Knowledge of tax laws and concepts • Active PTIN • Familiarity with Form 1040 and/or Form 1041 • Strong technical skills • Attention to detail and ability to take initiative to meet deadlines • Strong communications skills (written/verbal) and professionalism • Ability to work independently and remain flexible as priorities change • Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint • Excellent organizational skills, ability to multi-task, detail-oriented • Able to navigate a fast-paced environment with a positive attitude
🏖️ 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays with 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 (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 • Pet Insurance
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