[Remote] Tax Operations Specialist

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 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