Tax Support Specialist (Hybrid)

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

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 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

Additional Information

Location: This position can be anywhere in the US, but will need to be able to travel to the office located nearest them.

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.

Application Deadline: The initial deadline for applications is 5/8/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.

Base Pay Range: $26 - $33 USD. 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.

Benefits

Mercer Advisors offers a competitive and robust benefit package, including:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental insurance options
• Three Cigna medical plans (two HDHP and one Traditional Co-Pay)
• Kaiser Medical plans (California)
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays
• Generous paid time off program
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services
• 401(k) Retirement Plan with match
• Pet Insurance
• Personalized financial planning and guidance at preferred employee pricing

Mercer Advisors is an equal opportunity employer. If you need an accommodation during the application or hiring process, please email [email protected].