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Tax Support Specialist

1 hour, 41 minutes ago
United States
Full-time
Junior
Bookkeeper
Customer and Technical Support
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 14

Description

  • Provide administrative support for tax operations, including maintaining client tax documents and assisting with workflow.
  • Assemble tax returns and support electronic filing of returns.
  • Use reports to help manage workflow and monitor data integrity.
  • Share process improvement ideas to increase team effectiveness and client service quality.
  • Coordinate closely with the tax practitioner team and Manager, Tax Operations to support timely internal and client correspondence.
  • Communicate with clients in a timely, professional manner to maintain a high-quality client experience.
  • Handle invoicing for tax services provided.
  • Ship, scan, and assemble tax returns and other client-related documents.
  • Support off-peak tax season projects and other administrative needs as assigned.

Requirements

  • High school diploma required; bachelor’s degree preferred.
  • 1+ years of experience in an administrative or assistant role.
  • Experience or willingness to work with dynamic professionals.
  • Strong work ethic with a self-starter attitude and the ability to perform under pressure.
  • Ability to meet deadlines, prioritize work, and deliver multiple tasks on time.
  • Outstanding communication and organizational skills.
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook.
  • Excellent customer service skills.
  • Ability to maintain confidentiality with all matters.
  • Availability to work Monday through Friday from 8 AM to 5 PM, with Saturdays as needed during tax season and occasional early or late hours.
  • A positive, team-oriented attitude and eagerness to become an expert in the role.

Benefits

  • Base pay range of $31 to $36 USD per hour.
  • Eligibility for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including Cigna medical plans and Kaiser plans in California.
  • Health savings account with company contributions for eligible HDHP enrollees.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus maternity support through company-paid STD and supplemental STD.
  • 401(k) retirement plan with Traditional and Roth options, company match, and an after-tax option.
  • Employee assistance program, adoption assistance, concierge services, pet insurance, and preferred pricing on personalized financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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