Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading independent financial services firm that has been helping families manage their financial lives for over 40 years. They are seeking a Seasonal Tax Preparer to provide support to the tax preparation team, which includes preparing federal and multi-state income tax returns and utilizing tax preparation software.
Responsibilities
- 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
Skills
- 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
- Experience with UltraTax software
- CPA or Enrolled Agent certification
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 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
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 http://www.merceradvisors.com/.