Mercer Advisors

Sr. Tax Associate (Southern California)

Mercer Advisors

21 days ago
United States
Hybrid
Full Time
Senior
0 applicants
Mercer Advisors
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About this role

Mercer Advisors is seeking a Senior Tax Associate I to join their dedicated tax team. The role involves preparing and delivering income tax returns, analyzing tax projections, and maintaining strong client communication. It offers flexible work arrangements and opportunities for professional growth within a reputable financial advisory firm.

Skills

Qualifications

BS in Accounting or related field1-3 years of public accounting experienceCPA and/or EA preferred
Mercer Advisors

About Mercer Advisors

merceradvisors.com

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.

About Mercer Advisors

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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