Mercer Advisors

Financial Services

TaxAssociate

$70–95k Chicago, Illinois, United States Remote Friendly
The Brief

“Tax Associate at Mercer Advisors. Skills: Tax preparation, Client service, Tax law. Prepare tax returns for high-net-worth individuals, trusts and businesses. Create quarterly estimates and projections”

Industry & Context.

Financial Services
Problems you'll solve

Tax analysis; Respond to tax notices

Eligibility Requirements

Availability during standard business hours of Monday through Friday from 8AM to 5PM, Saturdays as needed during tax season, Early or late hours to meet business tasks and deadlines, May be in a professional office environment or a dedicated home office workspace

What They're Looking For.

Must Have

Bachelor's degree in Accounting or related field, Working knowledge of tax preparation, 1-3+ years of experience working in public accounting

Nice to Have

Obtained or plan to obtain CPA or EA, Experience with CCH, including Axcess, Workflow and Practice, and SafeSend

What You'll Do.

Prepare tax returns for high-net-worth individuals

trusts and businesses

Create quarterly estimates and projections

Respond to tax questions

Coordinate with tax support staff

Respond to tax notices

Initial preparation of correspondence

Stays up to date on tax law

How You'll Work.

Team & Collaboration

Collaborates with wealth management teams; Coordinate with tax support staff; Work with tax staff to respond to tax notices

Communication Scope

Superior communication skills; Communicate concepts to clients and advisors in concise and understandable fashion

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