Tax Operations Specialist

Job Summary

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. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and professionalism. The Tax Operations 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 things related to onboarding and processing of new tax clients.
• Input new client information in our systems and ensure the accuracy of all new client data.
• Process new client onboards efficiently and within specified SLAs while providing excellent customer service to clients and internal stakeholders.
• Generate fee quotes and communicate with clients for approval.
• Assist with new tax employee onboarding and related administrative tasks.
• Assist with billing and invoicing tasks, including monthly tax billing.
• Assist with terminating tax client engagement (Tax NLC processing).
• Assist with newly acquired firms’ integration.
• Comfortable using various reports to assist with tracking workflow and monitoring data integrity.
• Provide ongoing insight and suggestions for process improvement.
• Maintain a high level of communication with Manager, Tax Operations to ensure projects stay up-to-date and are completed in a timely manner.
• Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.
• Other general operations and 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