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Mercer Advisors
Mercer Advisors

60 Mercer Advisors Tax Associate Jobs Hiring Near You

Mercer Advisors

$80.75K - $95K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... The Tax Associate is personable, demonstrates superior communication skills, and possesses the ...

Mercer Advisors

Tax Manager - Denver, CO (Hybrid)

Denver, CO · On-site +1

$114.20K - $149.80K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...

Mercer Advisors

Tax Associate (Atlanta, GA)

Atlanta, GA · Hybrid

$56.30K - $75K/yr

The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work ... The Tax Associate has a strong passion for client service and is eager to advance their knowledge ...

Mercer Advisors

Tax Manager - Denver, CO (Hybrid)

Denver, CO · Hybrid

$114.20K - $149.80K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...

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Mercer Advisors Jobs Information

What are the key skills and qualifications needed to thrive as a Tax Associate, and why are they important?

To thrive as a Tax Associate, you need a solid understanding of accounting principles, tax laws, and regulations, typically supported by a degree in accounting or finance. Familiarity with tax preparation software (such as CCH Axcess or ProSystem fx), Excel, and possibly CPA eligibility or certification is often required. Attention to detail, strong analytical thinking, and effective communication are essential soft skills for this role. These competencies ensure accuracy, compliance, and strong client relationships in a highly regulated and deadline-driven environment.

What are some common challenges faced by Tax Associates during tax season, and how can they manage workload effectively?

Tax Associates often experience increased workloads and tight deadlines during tax season, which can be challenging to manage. Balancing multiple clients, staying updated on frequent tax law changes, and ensuring accuracy under pressure are common hurdles. Effective time management, clear communication with team members, and utilizing tax preparation software can help alleviate stress and improve efficiency. Many firms also foster a collaborative environment where associates can seek guidance from senior staff, making it easier to handle complex client situations.

What are Tax Associates?

Tax Associates are professionals who assist individuals or organizations with preparing and filing tax returns, ensuring compliance with tax laws, and providing tax planning advice. They typically work under the supervision of senior accountants or tax managers and help with gathering financial information, analyzing tax regulations, and identifying potential deductions or credits. Tax Associates may work in accounting firms, corporate finance departments, or government agencies, and they often interact directly with clients to address tax-related questions.
What other companies are hiring for Tax Associate jobs?
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Infographic showing various Tax Associate job openings at Mercer Advisors in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 50% Physical, 22% Hybrid, and 28% Remote job distribution.
Tax Associate - Atlanta, GA (Hybrid)

Tax Associate - Atlanta, GA (Hybrid)

Mercer Advisors

Atlanta, GA • Hybrid

$80.75K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 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 31,300 families across 90+ 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:

The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.

As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.

Essential Job Functions will include:

  • Prepare tax returns for high-net-worth individuals, trusts and businesses
  • Create quarterly estimates and projections
  • 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
  • All other duties as assigned

Required Knowledge, Skills, and Abilities:

  • Bachelor's degree in Accounting or related field
  • Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting
  • Obtained or plan to obtain CPA or EA, 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
$80,750—$95,000 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.
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