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Mercer Advisors
Mercer Advisors

60 Mercer Advisors Client Service Associate Jobs Hiring Near You

Mercer Advisors

Tax Manager (NorthEast)

Marlboro, NJ · Hybrid

$107K - $140K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager (Northeast)

New York, NY · Hybrid

$121K - $159K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager (Northeast)

Boston, MA · Hybrid

$120K - $158K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager (NorthEast)

Morristown, NJ · Hybrid

$114K - $149K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Director, Financial Planning

Denver, CO · On-site +1

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Develop and maintain unified financial planning processes that drives efficiency for client service ...

Mercer Advisors

Process Engineer

Denver, CO

... client service workflows and the technology that supports them, and maps that understanding onto Mercer Advisors' operating architecture. Because no prior template exists for this work, the Process ...

Mercer Advisors

Tax Manager (Northeast)

Philadelphia, PA · Hybrid

$112K - $146K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager (NorthEast)

$113K - $148K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager (NorthEast)

New York, NY · Hybrid

$121K - $159K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager (Florida)

Jacksonville, FL · On-site

$102K - $134K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager (Florida)

Boca Raton, FL

$105K - $138K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager - West Coast

$113K - $148K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

Mercer Advisors

Tax Manager (NorthEast)

Rochester, NY · Hybrid

$109K - $143K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... We are looking for someone who loves client service but does not enjoy the headaches of billable ...

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Mercer Advisors Jobs Information

How easy is it to take sick days at Mercer Advisors?

Most people find it easy to take sick days.
100% of people report that it’s easy to take time off if they are sick.
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100% of people say they’re treated with respect by their managers.
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Some people feel stressed here.
40% of people say they often feel stressed at work.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and January 2026.

Do people at Mercer Advisors enjoy their jobs?

Most people enjoy their job.
80% of people report they enjoy their job.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and January 2026.

Do people at Mercer Advisors recommend working with their team?

Only some people recommend working with their team.
40% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and January 2026.

Do people get enough training when they start at Mercer Advisors?

Some people didn’t get enough training when they started.
60% of people report they didn’t get enough training when they started working here.
Based on data from 5 people who took the Breakroom Quiz between April 2025 and January 2026.

Do people think Mercer Advisors’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
100% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
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Infographic showing various Client Service Associate job openings at Mercer Advisors in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 54% Physical, 25% Hybrid, and 21% Remote job distribution.

Senior Tax Associate (California)

Mercer Advisors

San Diego, CA • Hybrid

$86K - $107K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients.  We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.  We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.

As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.

This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team. 

Essential Job Functions will include:

  • Prepare tax returns for high-net-worth individuals, trusts and businesses
  • Create quarterly estimates and projections
  • Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns
  • Perform tax research
  • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
  • Coordinate with tax support staff to ensure timely workflow practices and data integrity
  • Work with tax staff to respond to tax notices and initial preparation of correspondence
  • Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients
  • All other duties as assigned

Required Knowledge, Skills, and Abilities:

  • Minimum of 1-3 years of public accounting experience, or equivalent experience
  • Bachelor's degree in Accounting or related field
  • Moderate tax code knowledge and general accounting skills
  • Obtained or in the process of obtaining CPA and/or EA preferred
  • Master's degree in Tax a plus
  • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.
  • Highly organized and tax-oriented
  • Ability to handle a large volume of activities at one time
  • Ability to communicate concepts to clients and advisors in concise and understandable fashion
  • Must be detail-oriented and have excellent time-management skills

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. No heavy lifting over 10 lbs.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. 

Base Pay Range
$90,000—$105,000 USD

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 Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

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