[Remote] Tax Operations Specialist

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors has been helping families simplify their financial lives for over 40 years, and they are seeking a Tax Operations Specialist to join their in-house Income Tax team. This role involves supporting tax planning and preparation services for high-net-worth clients, requiring excellent communication skills and attention to detail.ResponsibilitiesGo-to for things related to onboarding and processing of new tax clientsInput new client information in our systems and ensure the accuracy of all new client dataProcess new client onboards efficiently and within specified SLAs while providing excellent customer service to clients and internal stakeholdersGenerate fee quotes and communicate with clients for approvalAssist with new tax employee onboarding and related administrative tasksAssist with billing and invoicing tasks, including monthly tax billingAssist with terminating tax client engagement (Tax NLC processing)Assist with newly acquired firms’ integrationComfortable using various reports to assist with tracking workflow and monitoring data integrityProvide ongoing insight and suggestions for process improvementMaintain a high level of communication with Manager, Tax Operations to ensure projects stay up-to-date and are completed in a timely mannerCommunicate with clients in a timely and professional manner, ensuring a high-quality client experienceOther general operations and administrative duties as neededSkillsHigh school diploma required; bachelor's degree preferred1+ years' experience in an administrative or assistant roleExperience or willingness to work with dynamic professionalsOutstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on timeOutstanding communication and organizational skillsProficiency with MS Word, Excel, PowerPoint and OutlookExcellent customer service skillsAble to maintain confidentiality with all mattersHave a “can-do” positive attitude and enjoy being part of a teamAbility to prioritize and multi-task in a busy environmentEager to become an expert in the positionBenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, lifes challenges and more.401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingCompany OverviewMercer 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/.