[Remote] Tax Associate (California)

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading financial services firm that integrates various financial planning services. The Tax Associate will be responsible for preparing income tax returns and providing tax compliance services to high-net-worth clients while collaborating with the wealth management teams. Responsibilities Prepare tax returns for high-net-worth individuals, trusts and businesses Create quarterly estimates and projections Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients Coordinate with tax support staff to ensure timely workflow practices and data integrity Work with tax staff to respond to tax notices and initial preparation of correspondence Stays up to date on tax law and any changes All other duties as assigned Skills Bachelor's degree in Accounting or related field Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting Obtained or plan to obtain CPA or EA, a plus Experience with UltraTax and Sureprep plus Highly organized and tax-oriented Ability to handle a large volume of activities at one time Ability to communicate concepts to clients and advisors in concise and understandable fashion Must be detail-oriented and have excellent time-management skills 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 Company Overview Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is Company H1B Sponsorship Mercer Advisors has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.