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Mercer Advisors · 2 hours ago

Seasonal Tax Preparer

United States

Full-time

Remote

New Grad, Entry Level

$25/hr - $25/hr

Mercer Advisors is a leading financial services firm dedicated to helping families simplify their financial lives. The Seasonal Tax Preparer will provide essential support to the tax preparation team by preparing federal and multi-state tax returns and ensuring accuracy in documentation and communication with team members.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Assist with preparing federal and multi-state individuals and trust income tax returns

Learn and effectively utilize Lacerte tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients

Prepare and format excel spreadsheets for trust accounting

Review documents and tax returns for accuracy

Perform tax technical research assigned by supervisors

Coordinate and communicate with tax advisors, managers, and other team members to perform job functions

Administrative tasks (filing, phone calls, etc.)

Other various assigned projects

Qualification

Accounting degreeTax laws knowledgeActive PTINLacerte softwareUltraTax softwareForm 1040 familiarityMicrosoft OfficeMulti-taskCommunication skillsAttention to detailOrganizational skillsPositive attitude

Required

Degree in Accounting or related field

Knowledge of tax laws and concepts

Active PTIN

Familiarity with Form 1040 and/or Form 1041

Strong technical skills

Attention to detail and ability to take initiative to meet deadlines

Strong communications skills (written/verbal) and professionalism

Ability to work independently and remain flexible as priorities change

Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint

Excellent organizational skills, ability to multi-task, detail-oriented

Able to navigate a fast-paced environment with a positive attitude

Preferred

Experience with UltraTax software

CPA or Enrolled Agent certification

Benefits

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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, life’s challenges and more.

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match

Pet Insurance