Job Description
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The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading financial services firm dedicated to helping families simplify their financial lives. The Seasonal Tax Preparer will provide essential support to the tax preparation team by preparing federal and multi-state tax returns and ensuring accuracy in documentation and communication with team members. 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 bolthires 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 bolthires 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 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