Senior Tax Associate - Southern California (hybrid)

Mercer Advisors

Encino, California, US
Base: $80,750 - $95,000 usd; bonus/equity: eligibl...
Hybrid
Bachelor's degree in accounting
1-3 years public accounting experience
Individual and entity tax preparation
Mercer Advisors is seeking a Senior Tax Associate for their Tax Team in Southern California. The role focuses on providing tax compliance services to high-net-worth clients in a supportive, hybrid work environment, emphasizing work-life balance without the pressures of traditional public accounting

Job Summary

  • Mercer Advisors is a top-ranked RIA firm serving over 31,300 families with a dedicated team integrating financial planning and tax services.
  • The role focuses on preparing tax returns and projections for high-net-worth clients without the pressure of traditional billable hour requirements.
  • Employees enjoy a robust benefits package including paid parental leave, company-paid holidays, and flexible hybrid work arrangements.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Senior Tax Associate for their Tax Team in Southern California. The role focuses on providing tax compliance services to high-net-worth clients in a supportive, hybrid work environment, emphasizing work-life balance without the pressures of traditional public accounting.

Salary

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

Skills & Requirements

Must-have

  • Bachelor's degree in Accounting
  • 1-3 years public accounting experience
  • Individual and entity tax preparation
  • CCH software proficiency preferred
  • Strong client communication skills

Nice-to-have

  • CPA or EA certification in progress
  • Master's degree in Taxation
  • Experience with CCH Axcess and Workflow
  • Passion for client service over billable hours
  • Flexible hybrid work environment

Key Requirements

  • Minimum 1-3 years public accounting experience
  • Bachelor's degree in Accounting or related field
  • Obtained or in process of obtaining CPA/EA
  • Moderate tax code knowledge required
  • Excellent time management and detail orientation

Work Rights

Not specified

Tailored Resume

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