Tax Operations Specialist

1+ years’ experience in an administrative or assistant role

Excellent customer service skills

At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

As part of our holistic wealth management, Mercer Advisors’ in-house Income Tax team provides tax planning and preparation services to our HNW and UNHW clientele, including the completion of complex individual, small business, gift, and trust income tax returns.

The Tax Operations Specialist will be a critical team member in support of the tax team.