Mercer Advisors · 2 months ago
Seasonal Tax Preparer
United States
Full-time
Remote
New Grad, Entry Level
$25/hr - $25/hrMercer Advisors is a leading independent financial advisory firm that has been serving families for 40 years. The Seasonal Tax Preparer will support the tax preparation team by assisting with tax returns, utilizing tax software, and ensuring accuracy in documents and communication.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
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
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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
Founded in 1985
501-1000 employees
H1B Sponsorship
Mercer Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-07
2026-01-07
Company data provided by crunchbase