Top 70 Tax specialist Jobs in Dana Point, Ca

Tax Support Specialist
Mercer Advisors —Newport Beach, CA
- $31 - $36 an hour
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Patient Services Specialist - Radiation Oncology
Providence —Mission Viejo, CA
- $25.00 - $34.41 an hour
- Full-time
- Hospital
- Trade school
- Fair chance
- Paid parental leave
- Paid holidays
5d
BUSINESS TAXES SPECIALIST I, BOARD OF EQUALIZATION
CA Department of Tax and Fee Administration —Orange County, CA
- $8,052 - $10,079 a month
- Overtime
- Hybrid work
- Mid-level
- Office
- Travel
- Paid holidays
- Opportunities for advancement
7d
Agency Services Specialist
Pacific Life Insurance Company —Newport Beach, CA
- $31.89 - $38.97 an hour
- Full-time
- Bachelor of Science
- Research
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
11d
Member Services Specialist (Bilingual - Chinese)
ASTIVA HEALTH INC —Orange, CA
- $25 - $28 an hour
- Full-time
- Background check
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Property Tax Accounting Specialist
Express Employment —Laguna Woods, CA
- Up to $27 an hour
- Online Application
- Customer service
- Mid-level
- Office
Quick Apply
16h
Tax Resolution Specialist
TaxRise —Irvine, CA
- $24 - $26 an hour
- Full-time
- Background check
- Google Workspace
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Field Service & Technical Sales Specialist - Medical Equipment
Prescott's, Inc —Irvine, CA
- $50,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Clean driving record
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
Family Services Specialist
Community Action Partnership of San Luis Obispo —Santa Ana, CA
- $19.20 - $22.75 an hour
- Seasonal
- Bilingual
- Bachelor of Science
- Driver's License
- Referral program
Quick Apply
Parenteral Services Clinical RN Specialist
AmeriPharma —Laguna Hills, CA
- $90,000 a year
- Full-time
- Remote
- Nursing
- Patient monitoring
- RN License
Quick Apply
7d
Student Services Specialist
Rancho Santiago Community College District —Santa Ana, CA
- $65,409.97 - $83,499.64 a year
- Online Application
- Background check
- Management
- High school
14d
Pharmacist Clinical Specialist, Transplant Services: Abdominal Transplant Administration
Hoag Health System —Newport Beach, CA
- Full-time
- Hospital
- BLS Certification
- Inpatient
College of Health Sciences Disability Services Specialist
University of California, Irvine —Irvine, CA
- $80,850 - $146,160 a year
- Weekends as needed
- Background check
- Experience working with individuals with disabilities
- 5 years
- Health insurance
- Retirement plan
4d
Safety & Health Large Account Service Specialist
Zenith Insurance Company —Orange, CA
- $120,700.92 - $150,876.16 a year
- Full-time
- 5 years
- Master's degree
- Driver's License
- Paid training
- Paid parental leave
Marketing Specialist – National Commercial Services (Remote)
First American Financial Corporation —Santa Ana, CA
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Employee stock purchase plan
- Health insurance
Patient Services Specialist - Vascular Diagnostics
Providence —Mission Viejo, CA
- $25.00 - $34.41 an hour
- Full-time
- Hospital
- Clinic
- Fair chance
- Paid parental leave
- Paid holidays
3d
Billing Client Services Specialist
Briviant Inc. —Irvine, CA
- $28 - $34 an hour
- Part-time
- Hybrid work
- Mid-level
- 2 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Structured Credit Services - CLO Specialist
Deutsche Bank —Santa Ana, CA
- $85,000 - $146,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- English
- Research
- Health insurance
- Work from home
Developer Services Specialist
FirstService Residential —Irvine, CA
- $26.00 - $31.25 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Paid holidays
Quick Apply
12d
Marketing Specialist – National Commercial Services (Remote)
First American Title Insurance Co —Santa Ana, CA
- $64,300 - $85,700 a year
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Employee stock purchase plan
- Health insurance
Quick Apply
11d

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Tax Support Specialist

Mercer Advisors -
Newport Beach, CA

Quick Apply

Job Details

$31 - $36 an hour

Benefits

Paid parental leave
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Adoption assistance
Parental leave
Employee assistance program
Vision insurance
Pet insurance

Qualifications

Customer communication
Confidential information handling
Microsoft Outlook
Customer service
Administrative experience
High school diploma or GED

Full Job Description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

As part of our holistic wealth management, Mercer Advisors' in-house Income Tax team provides tax planning and preparation services to our HNW and UNHW clientele, including the completion of complex individual, small business, gift and trust income tax returns. The Tax Support Specialist will be a critical team member in support of the tax practitioner team ensuring the tax team delivers an exceptional client experience. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and a willingness to help the team succeed. The Tax Support Specialist is resourceful, proactive and efficient while maintaining an approachable and professional presence to both internal teams and clients.

Essential Job Functions will include:

Go-to for client facing and non-client facing administrative tasks related to tax, including maintaining client tax documents, assist staff with workflow, assembling tax returns and electronic filing of returns.
Comfortable using various reports to assist with managing workflow and monitoring data integrity.
Provide ongoing insight and suggestions for process improvement.
Work closely with the tax practitioner team and Manager, Tax Operations to ensure timely correspondence with internal teams and clients.
Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.
Handle client invoicing for services provided.
Shipping, scanning and assembling tax returns, and other client related documents.
Assist with off-peak tax season projects to optimize team performance and the client experience.
Other general administrative duties as needed.

Required Knowledge, Skills, and Abilities:

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

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Quick Apply

Refine Your Search

tax specialist jobs in dana point, ca

Tax Support Specialist

Patient Services Specialist - Radiation Oncology

BUSINESS TAXES SPECIALIST I, BOARD OF EQUALIZATION

Agency Services Specialist

Member Services Specialist (Bilingual - Chinese)

Property Tax Accounting Specialist

Tax Resolution Specialist

Field Service & Technical Sales Specialist - Medical Equipment

Family Services Specialist

Parenteral Services Clinical RN Specialist

Student Services Specialist

Pharmacist Clinical Specialist, Transplant Services: Abdominal Transplant Administration

College of Health Sciences Disability Services Specialist

Safety & Health Large Account Service Specialist

Marketing Specialist – National Commercial Services (Remote)

Patient Services Specialist - Vascular Diagnostics

Billing Client Services Specialist

Structured Credit Services - CLO Specialist

Developer Services Specialist

Marketing Specialist – National Commercial Services (Remote)

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