Mercadien

Staff Level Tax Associate

Mercadien·Trenton, New Jersey, US

Projected AI Stack

Based on our analysis of Tax Preparers positions

7.8Very High AI Upgrade Potential
ITIntuit TurboTax AIAutomated return preparation for individuals, S-corps, and partnershipsdaily
CLClaudeResearch IRS publications and Master Tax Guide questions during return prepdaily
MCMicrosoft 365 CopilotClient engagement letters, organizer documents, and workflow trackingweekly

Projected Workflow

How AI is expected to reshape this role

AI-assisted

Return data entry and form population across entity typesIntuit TurboTax AI
Tax code research using IRS publications and Master Tax GuideClaude
Client organizer and engagement letter preparationMicrosoft 365 Copilot

Human-led

Multi-state filing preparation and compliance
Client interviews and source document review
Return accuracy review and preparer sign-off
IRS audit structure recognition and appeal support

This AI stack and workflow map are projected by UpgradedJobs based on occupational analysis, not stated by the employer. They reflect how AI tools are transforming Tax Preparers roles today.

About the role


Mercadien is a leading and growing regional accounting and advisory firm that values its people. They are seeking a Staff Level Tax Associate to join their dynamic Tax Team, where the individual will gain valuable experience in accounting processes and handle responsibilities such as preparing tax returns and conducting research.

Responsibilities

  • Prepares simple returns for a variety of entities and estimated tax for individuals and corporations
  • Manages work flow by meeting budget guidelines for return preparation
  • Understands and uses Firm's process software and related products
  • Understands standards of conduct guiding tax preparer behavior (AICPA Statements, Circular 230 and Firm Standards)
  • Recognizes basic features of IRS audit structure and appeal process
  • Researches questions that arise during tax return preparation that can be resolved using the Master Tax Guide and IRS publications
  • Understands tax and AMT rules for individual returns
  • Recognizes and applies the difference between financial and tax accounting to properly prepare schedule M for C Corporation
  • Understands the advantages and disadvantages of S Corporation; understands the concept of AAA and flow through of items to shareholders
  • Understands the tax-reporting issues including guaranteed payments, self-employment tax and reporting of partnership income; understands the basic concepts of allocating profit and loss
  • Participates in debriefing

Skills

  • High School Diploma or GED required
  • CPA license or EA a plus
  • 1+ years experience in an accounting role or equivalent
  • Must possess above average computer skills, knowledge of Microsoft Office programs
  • Ability to perform several tasks concurrently with ease and professionalism
  • Must be able to communicate clearly both verbally and in written format. A strong command of the English language and grammar is necessary
  • Must be available to work professional hours between 9am and 5pm, and additional hours as needed

Benefits

  • Hybrid policy (2 days in office or at client site)
  • Highly competitive salaries and bonus programs
  • Medical, dental, life, and long-term disability insurance
  • Competitive 401K match
  • Paid holidays, vacation and sick time
  • Business casual dress code: dress for your day
  • Mentorship and training opportunities
  • Internal committees and clubs
  • Various social gatherings & events
  • Strong focus on the Mercadien community
  • Cutting edge technology

Company Overview

  • Mercadien offers a full spectrum of accounting and advisory services, including traditional audit and financial reporting; federal, multi-state and international tax compliance and planning; compliance oversight, risk assessment and litigation support services; transaction advisory; outsourced accounting and CFO services, management and board consulting, as well as mergers and acquisitions advisory. It was founded in 1963, and is headquartered in Princeton, New Jersey, USA, with a workforce of 51-200 employees. Its website is https://www.mercadien.com/.

Interested in this role?

Apply on Mercadien website →

Listed on UpgradedJobs · Originally posted on Jobright

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