Overview Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity and inclusion. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. Job Summary As part of our holistic wealth management, Mercer Advisors' in-house Income Tax team provides tax planning and preparation services to our high-net-worth and ultra-high-net-worth clientele, including the completion of complex individual, small business, gift and trust income tax returns. The Tax Support Specialist will be a critical team member in support of the tax practitioner team ensuring the tax team delivers an exceptional client experience. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and a willingness to help the team succeed. The Tax Support Specialist is resourceful, proactive and efficient while maintaining an approachable and professional presence to both internal teams and clients. Essential Job Functions Go-to for client facing and non-client facing administrative tasks related to tax, including maintaining client tax documents, assist staff with workflow, assembling tax returns and electronic filing of returns. Comfortable using various reports to assist with managing workflow and monitoring data integrity. Provide ongoing insight and suggestions for process improvement. Work closely with the tax practitioner team and Manager, Tax Operations to ensure timely correspondence with internal teams and clients. Communicate with clients in a timely and professional manner, ensuring a high-quality client experience. Handle client invoicing for services provided. Shipping, scanning and assembling tax returns, and other client related documents. Assist with off-peak tax season projects to optimize team performance and the client experience. Other general administrative duties as needed. Required Knowledge, Skills, and Abilities High school diploma required; bachelor's degree preferred 1 years' experience in an administrative or assistant role Experience or willingness to work with dynamic professionals Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time Outstanding communication and organizational skills Proficiency with MS Word, Excel, PowerPoint and Outlook Excellent customer service skills Able to maintain confidentiality with all matters Have a "can-do" positive attitude and enjoy being part of a team Ability to prioritize and multi-task in a busy environment Eager to become an expert in the position Work Schedule This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Benefits 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. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Insurance Supplemental Life & AD Short-Term ; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plan 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, children, life’s challenges and more 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity or expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. J-18808-Ljbffr