Accounting Associate II

Why Work at Mercer Advisors

For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons we are an independent national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women reflecting our commitment to diversity. We attract top talent from across the country with no formal headquarters and flexible working arrangements allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size growth service quality technology succession planning and others. No fee was paid for participation in the ranking however Mercer Advisors has paid a fee to Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.

Job Summary:

We are seeking a detail-oriented and success-driven Bookkeeper to become an integral part of our Tax & Accounting team. A successful candidate will utilize their educational background work experience communication and organizational skills in analyzing clients books and performing data entry in QuickBooks. We offer a supportive and team-oriented work environment and opportunity to learn and grow within our organization.

Essential Job Functions for this role include:

• Data entry in QuickBooks
• Monthly bank & credit card reconciliations
• Posting journal entries and adjustments as needed
• Review and post payroll as needed
• Review and analyze financial statements
• Assist with city business license renewals
• Prepare annual 1099s
• File annual Secretary of State Statements
• Working with tax team for tax matters as needed

Knowledge Skills and Abilities:

• 2 years of bookkeeping experience
• Prior experience in a CPA or Business Management firm
• Knowledge and understanding of A/R and A/P functions
• Bachelors Degree in accounting or business a plus
• Proficiency in QuickBooks Pro
• Proficiency in QuickBooks Online a plus
• Proficiency in MS Office and data management software
• Experience with MS TEAMS is preferred
• Payroll tax return preparation a plus
• Sales tax return preparation a plus
• Strong organizational and administrative skills
• Detail-oriented with strong analytical and problem solving critical thinking interpersonal and verbal and written communication skills
• Excellent organizational skills with a bias towards efficiency
• Excellent judgment poise and professionalism
• Keen ability to work independently show initiative and take ownership while understanding the importance of collaboration & teaming
• Practices superior time management.
• Able to re-prioritize tasks and support teams based on frequently changing needs
• Demonstrates winning Social Customer Service techniques such as empathy patience advocacy and conflict resolution

Work Schedule:

This professional role requires availability Monday through Friday 8:00 AM 5:00 PM.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (6 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 lifes challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age color disability gender marital status national origin race religion sexual orientation gender identity and expression physical or mental disability genetic predisposition or carrier status or any other characteristic protected by law in accordance with all applicable federal state and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations including recruitment hiring training and development promotion transfer demotion termination layoff compensation benefits and all other terms conditions and privileges of employment in accordance with applicable federal state and local laws.

If you need an accommodation seeking employment with Mercer Advisors please email This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws:

• Family and Medical Leave Act (FMLA)
• Employee Polygraph Protection Act (EPPA)
• Equal Employment Opportunity (EEO)

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

• E-Verify
• Right to Work

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