Accounting Associate

Encino · Encinomid

FinanceAccounting Associate

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Overview

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,

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FinanceAccounting Associate

What We Offer

~2 min read

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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, 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 Barron’s 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 Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

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.

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

2 years of bookkeeping experience
Prior experience in a CPA or Business Management firm
Knowledge and understanding of A/R and A/P functions
Bachelor’s 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

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

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$63,750—$75,000 USD

What We Offer

~2 min read

✓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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

✓Kaiser Medical plans available in California

✓Health Savings Account (HSA) with company contributions 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 including 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 (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 Program

✓Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

✓401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

✓Pet Insurance

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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