Mercer Advisors · 1 day ago
Seasonal Tax Administrator (Denver, CO)
Mercer Advisors is a leading financial services firm that has been helping families simplify their financial lives for 40 years. The Seasonal Tax Administrator role involves supporting the tax team with various tax-season processes and ensuring accurate data management and communication with team members.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
Assisting with various tax-season processes including assembling/scanning/archiving data, logging in tax returns, preparing internal forms, preparing pre-tax-season files, e-filing, processing of tax files after mailing, and delivering returns
Accurately inputting tax data into technology systems including tax software and transcribing confidential client correspondence
Coordinating and communicating with tax advisors, managers, and other team members to perform job functions
Maintaining data integrity across all systems, confirming data and making updates, and preparing reports
Other general administrative duties as needed
Qualification
Required
High school diploma required
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
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.
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
Recent News
2026-01-07
2026-01-07
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