Note: The job is a remote job and is open to candidates in USA. Mercer Advisors has been helping families simplify their financial lives for over 40 years, and they are seeking a Tax Operations Specialist to join their in-house Income Tax team. This role involves supporting tax planning and preparation services for high-net-worth clients, requiring excellent communication skills and attention to detail.
Responsibilities
- 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
Skills
- 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
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, lifes 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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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/.