Tax Operations Specialist

Benefits

Additional Information

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: 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 Operations Specialist will be a critical team member in support of the tax team. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and professionalism. The Tax Operations 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 things related to onboarding and processing of new tax clients. Input new client information in our systems and ensure the accuracy of all new client data. Process new client onboards efficiently and within specified SLAs while providing excellent customer service to clients and internal stakeholders. Generate fee quotes and communicate with clients for approval. Assist with new tax employee onboarding and related administrative tasks. Assist with billing and invoicing tasks, including monthly tax billing. Assist with terminating tax client engagement (Tax NLC processing). Assist with newly acquired firms' integration. Comfortable using various reports to assist with tracking workflow and monitoring data integrity. Provide ongoing insight and suggestions for process improvement. Maintain a high level of communication with Manager, Tax Operations to ensure projects stay up-to-date and are completed in a timely manner. Communicate with clients in a timely and professional manner, ensuring a high-quality client experience. Other general operations and 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. Application Deadline : The initial deadline for applications is 7/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made

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