Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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 Preparer provides dedicated support to the tax preparation team. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.

Essential Job Functions for the Tax Preparer include:

Assist with preparing federal and multi-state individuals and trust income tax returns.
Learn and effectively utilize Lacerte tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.
Prepare and format excel spreadsheets for trust accounting.
Review documents and tax returns for accuracy
Perform tax technical research assigned by supervisors.
Coordinate and communicate with tax advisors, managers, and other team members to perform job functions.
Administrative tasks (filing, phone calls, etc.)
Other various assigned projects.

Required Knowledge, Skills & Abilities:

Degree in Accounting or related field
Knowledge of tax laws and concepts
Active PTIN
Familiarity with Form 1040 and/or Form 1041
Strong technical skills
Attention to detail and ability to take initiative to meet deadlines
Strong communications skills (written/verbal) and professionalism
Ability to work independently and remain flexible as priorities change
Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint
Excellent organizational skills, ability to multi-task, detail-oriented
Able to navigate a fast-paced environment with a positive attitude

Preferred Knowledge, Skills & Abilities:

Experience with UltraTax software
CPA or Enrolled Agent certification

Work Schedule: Flexible Remote Schedule - Monday through Friday, 8:00AM to 5:00PM

Rate: $25/hr.

Dates: Jan 15^th- April 15th 2026

Working Conditions: Professional office environment, working inside, standing, and sitting, will be assigned to a workstation.

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

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 PeopleTeam@merceradvisors.com. 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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