Mercer Advisors
Financial Services
TaxSupportSpecialist
“Tax Support Specialist at Mercer Advisors. Skills: Tax support, Client communication, Administrative tasks. Handle administrative tasks. Maintain client tax documents”
What You'll Achieve.
Ensure tax team delivers exceptional client experience; Optimize team performance; Optimize client experience
Industry & Context.
Ability to perform under pressure, Ability to meet deadlines, Ability to prioritize, Ability to deliver multiple tasks on time, Ability to prioritize and multi-task, Travel to nearest office
What They're Looking For.
Must Have
High school diploma, 1+ years’ experience in an administrative or assistant role, Proficiency with MS Word, Proficiency with MS Excel, Proficiency with MS PowerPoint, Proficiency with MS Outlook, Excellent customer service skills, Able to maintain confidentiality
Nice to Have
Bachelor's degree, Experience or willingness to work with dynamic professionals
What You'll Do.
Handle administrative tasks
Maintain client tax documents
Assist staff with workflow
Electronically file returns
Use reports for workflow management
Monitor data integrity
Provide process improvement suggestions
Communicate with internal teams
Communicate with clients
Handle client invoicing
Ship client documents
Scan client documents
Assemble client documents
Assist with off-peak projects
How You'll Work.
Team & Collaboration
Work closely with tax practitioner team; Work with Manager, Tax Operations; Ensure timely correspondence; Enjoy being part of a team
Communication Scope
Excellent verbal communication skills; Excellent written communication skills; Excellent communication skills; Timely and professional client communication
Applying for this Tax Support Specialist role?
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