Tax Support Specialist (Hybrid)

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, Power Point 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
• Location

This position can be anywhere in the US, but will need 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.

We encourage all interested candidates to apply as early as possible.

If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Base Pay Range

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.

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 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
• Equal Opportunity Employer

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.

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