Tax Associate (san Francisco, Ca)

Mercer Advisors

San Francisco, California, United States
Base: $80,750 - $95,000 usd; bonus/equity: eligibl...
On-site
Bachelor's degree in accounting
1-3 years public accounting experience
Highly organized and detail-oriented
Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's serving over 31,300 families across the U.S

Job Summary

  • Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's serving over 31,300 families across the U.S.
  • The Tax Team collaborates with wealth management teams to provide comprehensive tax compliance services to high-net-worth clients.
  • Employees receive a robust benefit package including company-paid life insurance, 401(k) matching, and 8 weeks of paid parental leave.

Matching Summary

Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's serving over 31,300 families across the U.S.

Salary

Base: $80,750 - $95,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid time off

Skills & Requirements

Must-have

  • Bachelor's degree in Accounting
  • 1-3 years public accounting experience
  • Highly organized and detail-oriented
  • Ability to handle large volume activities
  • Strong communication skills with clients

Nice-to-have

  • Passion for client service
  • Flexible to multi-task in fast-paced environment
  • Experience with CCH software suite
  • Plan to obtain CPA or EA certification

Key Requirements

  • Bachelor's degree in Accounting or related field
  • 1-3+ years experience in public accounting
  • CPA or EA certification (obtained or planned)

Work Rights

Not specified

Tailored Resume

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