[Remote] Seasonal Tax Preparer

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