Tax Operations Specialist

The Tax Operations Specialist supports the in-house Income Tax team at Mercer Advisors, providing tax planning and preparation services for high-net-worth clients, including complex individual, small business, gift, and trust tax returns. The role requires flexibility, communication skills, attention to detail, and professionalism.

Location: Remote (US)

Salary: $26–$30 USD/hr

Responsibilities

• Onboarding and processing of new tax clients.
• Inputting new client information and ensuring data accuracy.
• Processing new client onboarding efficiently and providing excellent customer service.
• Generating fee quotes and communicating with clients for approval.
• Assisting with new tax employee onboarding and administrative tasks.
• Assisting with billing and invoicing, including monthly tax billing.
• Assisting with terminating tax client engagement (Tax NLC processing).
• Supporting integration of newly acquired firms.
• Using reports to track workflow and monitor data integrity.
• Providing insights and suggestions for process improvement.
• Maintaining communication with Manager, Tax Operations.
• Communicating with clients professionally and timely.
• Performing general operations and administrative duties.

Requirements

• 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 and self-starter attitude.
• Excellent communication and organizational skills.
• Proficiency with MS Word, Excel, PowerPoint, and Outlook.
• Excellent customer service skills.
• Ability to maintain confidentiality.
• Positive attitude and team-oriented.
• Ability to prioritize and multi-task.
• 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, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance.
• Three Cigna medical plans including HDHP and traditional co-pay options.
• Kaiser Medical plans in California.
• Health Savings Account (HSA) with company contributions.
• Two Dental Plans.
• Vision Insurance.
• Dependent Care Savings Account.
• 14 Paid Holidays including Thanksgiving.
• Paid time off for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid Parental Leave (8 weeks).
• Maternity benefits with STD and parental leave.
• Adoption Assistance Reimbursement.
• Concierge Services for caring needs.
• 401(k) Retirement Plan with matching and after-tax options.
• Pet Insurance.
• Financial planning services at employee pricing.