Tax Operations Specialist

Job not on LinkedIn

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

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

• 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. • Assist with new tax employee onboarding and related administrative tasks. • Assist with billing and invoicing tasks, including monthly tax billing. • Assist with terminating tax client engagement (Tax NLC processing). • Assist with 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. • Other general operations and administrative duties as needed.

🎯 Requirements

• 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 • 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 • Have 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 • 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. • 14 Company Paid Holidays including 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 (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