Senior Tax Manager, New York, NY

The role

You will work directly with clients and wealth management teams to review and carry out tax strategies. You will also lead the tax team and help build new client relationships.

What you will do

• Lead and mentor the tax team and train new tax associates
• Help win new clients with strategic relationships and community networks
• Own client relationships, retention and deadlines
• Create and present tax planning solutions to high-net-worth clients and closely held businesses
• Manage consulting and tax projects such as charitable giving calculations and private foundation payouts
• Review tax returns, income tax projections, estimated tax vouchers, extension forms and work papers
• Keep up with continuing education

Required qualifications

• Bachelor's degree
• 8+ years of tax experience at a private or public accounting firm or financial planning firm
• CPA or EA license
• Experience with client-centric tax consulting for 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
• Experience developing talent, training staff and mentoring interns
• Strong attention to detail

Nice to have

• Experience with CCH or GOSystem tax software

Benefits

• Progressive opportunities and professional growth
• Support for community giving
• Innovative workplace
• Culture of camaraderie, teamwork and work-life balance

Before you apply

• CPA or EA license is required

About the company

Mariner is a firm that gives associates progressive opportunities, supports professional growth and gives back to the community. It describes itself as building a diverse culture.