Sr. Tax Associate providing tax compliance services for high - net - worth clients at Mercer Advisors. Preparing tax returns and collaborating with the team in a hybrid work environment.
About the role
- Income Tax Compliance Senior Manager delivering federal and state income tax compliance services. Collaborating with clients and overseeing tax filings in a dynamic firm environment.
Responsibilities
- Maintain client relationships and oversee timely preparation of federal and state income tax filings
- Respond to client inquiries and requests from tax authorities
- Travel to client locations for opening and closing conferences, data collection, client visits, and other travel as required
- Assist in new service development and introduce new services to clients
- Identify weaknesses in client’s processes and procedures and make recommendations for improvement
- Collaborate on tax research projects for clients in diverse industries
- Participate in engagements requiring tax analysis for various entities and their affiliates
- Research and analyze a wide range of tax issues and apply appropriate tax treatment
- Manage projects for income tax engagements including project planning, oversight, scheduling resources, and implementing software solutions
- Oversee workpaper documentation, data collection, and management processes
- Write technical documents on tax issue developments
- Draft proposals, engagement letters, and reports of findings
Requirements
- Experience in public accounting and industry
- Hands-on experience preparing and reviewing income tax returns for public and private companies
- Expertise in federal and state income tax compliance
- Some exposure to international income tax compliance preferred
- Deep technical expertise with partnership returns required
- Experience with federal and state and local income tax filings
- Preferred international income tax experience includes BEAT, GILTI, FDII, and Forms 5471s/5472s.
- Bachelor's degree required; Master's degree in Tax, CPA, or JD preferred
- Minimum 8-10 years of tax professional services experience
- Intermediate knowledge of GOSYSTEMS Tax RS software, ONESOURCE software, and/or Corptax software highly preferred
- Proficiency in Microsoft® Excel, Word, Access, PowerPoint, Outlook, and Internet navigation and research
- Valid driver’s license required.
- Proven experience effectively prioritizing workload to meet deadlines and objectives
- Proven ability to direct and develop staff
- Excellent communication and interpersonal skills
- Experience with managing multiple client engagements and client service teams preferred
Benefits
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO)
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Job title
Job type
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Degree requirement
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