Tax Support Specialist

Mercer Advisors

Remote, US
Base: $31-$36 usd ph; bonus/equity: eligible for i...
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Maintain client tax documents
Assemble and file tax returns
Handle client invoicing
** Mercer Advisors is seeking a Tax Support Specialist to join their remote team, focusing on providing exceptional administrative support to the tax practitioner team for high-net-worth clientele. The ideal candidate should possess strong communication skills, attention to detail, and a proactive attitude, along with at least one year of experience in an administrative role. **

Job Summary

  • Mercer Advisors is a top-ranked RIA firm dedicated to simplifying financial lives for over 31,300 families across the U.S.
  • The Tax Support Specialist plays a critical role in supporting the tax practitioner team by managing workflow, assembling returns, and ensuring timely client correspondence.
  • Employees enjoy a robust benefits package including company-paid life insurance, health plans, generous paid time off, and a 401(k) match.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Tax Support Specialist to join their remote team, focusing on providing exceptional administrative support to the tax practitioner team for high-net-worth clientele. The ideal candidate should possess strong communication skills, attention to detail, and a proactive attitude, along with at least one year of experience in an administrative role. **

Salary

Base: $31-$36 USD per hour; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid parental leave

Skills & Requirements

Must-have

  • Maintain client tax documents
  • Assemble and file tax returns
  • Handle client invoicing
  • Proficiency with MS Office suite
  • Work during tax season Saturdays

Nice-to-have

  • Proactive process improvement suggestions
  • Excellent verbal and written communication
  • Ability to work under pressure
  • Positive team-oriented attitude
  • Resourceful problem-solving skills

Key Requirements

  • High school diploma required; bachelor's preferred
  • 1+ years experience in administrative or assistant role
  • Availability for standard business hours and tax season Saturdays

Work Rights

Not specified

Tailored Resume

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