M

Mercer Advisors

Personalized wealth management and trust services

Business Management Accounting Supervisor

Tax AccountingConfirmed live in the last 24 hours
Full-timeEncino, Los Angeles, CA, USA

About the Job

Requirements

  • Three to five years of supervisory experience.
  • Three to five years of experience preparing income tax returns.
  • A Bachelor's degree in Accounting or a related field.
  • Prior work experience in a CPA firm or business management firm.
  • Proficiency in Excel, Word, and Outlook.
  • Knowledge of Datafaction and AgilLink is a plus.
  • Knowledge of CCH Access Tax is a plus.
  • Knowledge of BNA Income Tax Planner and QuickBooks is a plus.
  • Ability to apply critical thinking and solve problems in daily tasks.
  • Ability to multitask, stay organized, and work within tight deadlines.
  • Excellent written, verbal, and oral communication skills.
  • CPA or CFP license is a plus.

Responsibilities

  • Work closely with multiple desk teams of BM Account Managers and BM Assistant Bookkeepers.
  • Review, analyze, and prepare financial statements.
  • Prepare various financial reports.
  • Prepare individual and business income tax returns.
  • Prepare tax projections for individuals and business entities.
  • Work within tight deadlines.
  • Maintain working relationships with clients.

Desired Qualifications

  • CPA or CFP license.
  • Knowledge of Datafaction and AgilLink.
  • Knowledge of CCH Access Tax.
  • Knowledge of BNA Income Tax Planner and QuickBooks.

About the Company

Mercer Advisors

Personalized wealth management and trust services

Mercer Advisors provides comprehensive wealth management for high-net-worth individuals and families, offering customized financial planning, investment strategy, corporate trustee services, and tax, retirement, and estate planning. It charges advisory fees tied to assets under management and integrates tax efficiency into investments to boost after-tax returns. Its approach links tax strategy, investments, and estate planning, with in-house corporate trustee capabilities and services tailored for women to deliver a long-term, personalized plan. The goal is to lift the burden of financial management from clients so they can focus on the life they want while pursuing financial success and stability.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$2.9B
Headquarters
Denver, CO
Founded
1985

Recently Posted Jobs

Explore more opportunities at Mercer Advisors

See more jobs