Tax Operations Specialist

## About the Role The Tax Operations Specialist role is a crucial part of Mercer Advisors' in-house Income Tax team, providing support in tax planning and preparation services for high net worth and ultra-high net worth clients. This includes the completion of complex individual, small business, gift, and trust income tax returns. The specialist will be a key team member, requiring flexibility, excellent verbal and written communication skills, attention to detail, and professionalism. Day-to-day, the Tax Operations Specialist will engage in a variety of tasks, from onboarding new tax clients and ensuring the accuracy of client data to generating fee quotes and communicating with clients. This role is pivotal in maintaining the high-quality service Mercer Advisors provides to its clients. The Tax Operations Specialist must be resourceful, proactive, and efficient while maintaining an approachable and professional presence to both internal teams and clients. The Tax Operations team works closely together to ensure seamless service delivery to clients. The team's structure is designed to support each member in their role, with clear lines of communication and a collaborative environment that fosters growth and learning. The Tax Operations Specialist will report directly to the Manager, Tax Operations, ensuring projects stay up-to-date and are completed in a timely manner. ## What You Will Do - Serve as the go-to for onboarding and processing of new tax clients, ensuring all new client data is accurate and up-to-date.

• Input new client information into the company's systems, maintaining data integrity and efficiency.
• Process new client onboards efficiently, within specified service level agreements (SLAs), while providing excellent customer service to clients and internal stakeholders.
• Generate fee quotes and communicate with clients for approval, ensuring transparency and agreement on all services provided.
• Assist with new tax employee onboarding and related administrative tasks, contributing to the growth and development of the team.
• Participate in billing and invoicing tasks, including monthly tax billing, to ensure timely and accurate financial transactions.
• Assist with terminating tax client engagement, following all necessary protocols and ensuring a smooth transition.
• Contribute to the integration of newly acquired firms, leveraging your expertise to support a seamless transition and minimal disruption to service.
• Utilize various reports to track workflow, monitor data integrity, and provide insights for process improvement, continually seeking ways to enhance efficiency and service quality.
• Maintain a high level of communication with the Manager, Tax Operations, and other stakeholders, ensuring projects are on track and any issues are addressed promptly.
• Communicate with clients in a timely and professional manner, ensuring a high-quality client experience and addressing any concerns or questions they may have.

## What We Are Looking For - High school diploma required; bachelor’s degree preferred, demonstrating a strong educational foundation.

• At least 1+ years’ experience in an administrative or assistant role, preferably in a financial or tax-related environment.
• Experience or willingness to work with dynamic professionals in a fast-paced environment, showcasing adaptability and a positive attitude.
• Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize, and deliver multiple tasks on time.
• Excellent communication and organizational skills, with the ability to maintain confidentiality with all matters.
• Proficiency with MS Word, Excel, PowerPoint, and Outlook, with a focus on advanced Excel skills.
• Excellent customer service skills, with the ability to provide professional and courteous service to clients and internal stakeholders.
• A “can-do” positive attitude and enjoyment of being part of a team, contributing to a collaborative and supportive work environment.
• Eagerness to become an expert in the position, with a willingness to learn and grow within the role.

## Nice to Have - Previous experience in a tax operations or similar role, providing a deep understanding of tax planning and preparation processes.

• Familiarity with tax software and systems, beyond basic Excel skills, to enhance efficiency and accuracy in tax operations.
• A certification in a related field, such as tax preparation or financial planning, demonstrating expertise and a commitment to professional development.

## Benefits and Perks - Competitive compensation package, reflecting the value placed on the Tax Operations Specialist role within the company.

• Opportunities for professional growth and development, with a focus on becoming an expert in tax operations and contributing to the company's success.
• Flexible, remote work environment, allowing for a better work-life balance and increased productivity.
• Comprehensive benefits package, including health, dental, and vision insurance, to support the well-being of employees and their families.
• Generous paid time off (PTO) and holidays, recognizing the importance of rest and relaxation in maintaining a healthy and motivated workforce.
• Access to cutting-edge technology and tools, ensuring the Tax Operations Specialist has the resources needed to excel in their role.
• A dynamic and supportive team environment, fostering collaboration, innovation, and job satisfaction.

- Develop Advanced Excel Skills: Given the emphasis on Excel in this role, investing time in mastering advanced functions and features will significantly enhance your application and performance.

• Highlight Your Organizational Skills: Showcase your ability to prioritize tasks, manage multiple projects, and maintain attention to detail, as these are crucial for success in this position.
• Prepare Examples of Process Improvement: Be ready to discuss ways you’ve streamlined processes or improved efficiency in previous roles, demonstrating your proactive approach to work.
• Showcase Your Communication Skills: Emphasize your ability to communicate complex information clearly and professionally, both in writing and verbally, as this is key to client and team interaction.
• Understand the Importance of Confidentiality: Highlight your discretion and ability to maintain confidentiality, especially when dealing with sensitive client information.
• Emphasize Your Ability to Learn: Demonstrate a willingness to learn and adapt, particularly in a remote work environment, and express your enthusiasm for becoming an expert in tax operations.