Mercer Advisors is a leading financial services firm that has been helping families manage their financial lives for over 40 years. They are seeking a Seasonal Tax Administrator to provide support to the tax team during the busy tax season, assisting with various processes and ensuring data integrity.
Responsibilities
- Assisting with various tax-season processes including assembling/scanning/archiving data, logging in tax returns, preparing internal forms, preparing pre-tax-season files, e-filing, processing of tax files after mailing, and delivering returns
- Accurately inputting tax data into technology systems including tax software and transcribing confidential client correspondence
- Coordinating and communicating with tax advisors, managers, and other team members to perform job functions
- Maintaining data integrity across all systems, confirming data and making updates, and preparing reports
- Other general administrative duties as needed
Skills
- High school diploma required
- Attention to detail and ability to take initiative to meet deadlines
- Strong communications skills (written/verbal) and professionalism
- Ability to work independently and remain flexible as priorities change
- Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint
- Excellent organizational skills, ability to multi-task, detail-oriented
- Able to navigate a fast-paced environment with a positive attitude
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans 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, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
Company Overview
Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.Company H1B Sponsorship
Mercer Advisors has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.
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