Top 50 Mercer advisors Jobs

Tax Associate (Bend, OR)
Mercer Advisors —Bend, OR
- $76,500 - $90,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Relationship Manager (Memphis, TN)
Mercer Advisors —Memphis, TN
- $63,750 - $75,000 a year
- Monday to Friday
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Health savings account
Quick Apply
Senior Tax Associate (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $70,000 - $95,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Data analysis skills
- Research
- Paid parental leave
- Health savings account
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Relationship Manager I, UHNW (Walnut Creek, CA)
Mercer Advisors —Walnut Creek, CA
- $89,250 - $105,000 a year
- Day shift
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Tax Support Specialist (Newport Beach, CA)
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
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Service Operations Associate (Houston, TX)
Mercer Advisors —Houston, TX
- $24 - $28 an hour
- Monday to Friday
- Microsoft Word
- Microsoft Outlook
- Office
- Paid parental leave
- Health savings account
Quick Apply
Financial Planner (Los Angeles, CA)
Mercer Advisors —Los Angeles, CA
- $81,600 - $96,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid parental leave
- Health savings account
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Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
Mercer Advisors —Walnut Creek, CA
- $170,000 - $210,000 a year
- Monday to Friday
- Hybrid work
- 11+ years
- Office
- Finance
- Paid parental leave
- Health savings account
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Relationship Manager (Greater Philadelphia)
Mercer Advisors —Philadelphia, PA
- $72,250 - $85,000 a year
- Monday to Friday
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Health savings account
Quick Apply
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
Mercer Advisors —San Francisco, CA
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- 7 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Associate Wealth Advisor, UHNW (San Francisco Bay Area)
Mercer Advisors —San Francisco, CA
- $106,250 - $125,000 a year
- Monday to Friday
- Hybrid work
- 5 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Wealth Advisor, Guided Investing (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Mid-level
- 3 years
- Finance
- Paid parental leave
- Health savings account
Quick Apply
Relationship Manager, UHNW (Encino, CA)
Mercer Advisors —Los Angeles, CA
- $89,250 - $105,000 a year
- Day shift
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Regional Vice President, Community (San Diego, CA)
Mercer Advisors —San Diego, CA
- $100,000 - $150,000 a year
- Monday to Friday
- Microsoft Outlook
- 5 years
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Regional Vice President, Channel (Houston, TX)
Mercer Advisors —Houston, TX
- $119,000 - $140,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Outlook
- 5 years
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Wealth Advisor (Upstate New York)
Mercer Advisors —Rochester, NY
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid parental leave
- Health savings account
Quick Apply
Wealth Advisor (Houston, TX)
Mercer Advisors —Houston, TX
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid parental leave
- Health savings account
Quick Apply
Senior Financial Planner (San Francisco Bay Area)
Mercer Advisors —San Francisco, CA
- $85,850 - $101,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Tax Manager (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $106,000 - $125,000 a year
- Weekends as needed
- CPA
- 5 years
- Research
- Paid parental leave
- Health savings account
Quick Apply
Tax Manager (Encino, CA)
Mercer Advisors —Los Angeles, CA
- $106,000 - $125,000 a year
- Weekends as needed
- Hybrid work
- CPA
- 5 years
- Research
- Paid parental leave
- Health savings account
Quick Apply

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Tax Associate (Bend, OR)

Mercer Advisors -
Bend, OR

Quick Apply

Job Details

$76,500 - $90,000 a year

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

Bachelor's degree

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 31,300 families across 90+ 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:

The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.

As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.

Essential Job Functions will include:

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

Required Knowledge, Skills, and Abilities:

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 CCH, including Axcess, Workflow and Practice, and SafeSend, a 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

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.
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mercer advisors jobs

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