Manager, Tax

The role

You will work directly with clients and wealth management teams to review and carry out tax strategies. You will also manage and mentor a growing team of tax professionals.

What you will do

• Manage and mentor a growing team of professionals
• Own client relationships and retention, and meet deadlines
• Manage consulting and tax projects, such as charitable giving calculations and private foundation minimum payouts
• Review tax returns, income tax projections, estimated tax vouchers, extension forms and work papers
• Identify value-added services Mariner Wealth Advisors can provide to clients
• Create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Research technical matters for complex tax needs and regulation updates
• Train and mentor new tax associates and interns

Required qualifications

• Bachelor's degree
• 5+ years of tax experience in a private or public accounting firm or financial planning firm
• CPA or EA
• Experience providing tax consulting to high-net-worth clients, partnerships, trusts and closely held entities
• Strong research skills for complex tax matters and regulation updates
• Mastery of tax compliance software
• Strong interpersonal, relationship management and communication skills
• Excellent organization and time management skills
• Demonstrated talent development experience
• Strong attention to detail

Nice to have

• Experience with CCH or GOSystem tax compliance software

Benefits

• Progressive opportunities for associates
• Support for professional growth
• Opportunities to give back to the community
• Innovative workplace
• Culture that fosters camaraderie, teamwork and work-life balance

Before you apply

• CPA or EA is required

About the company

Mariner Wealth Advisors is a firm that gives associates progressive opportunities and supports professional growth and community giving. It is dedicated to building a diverse culture.