Mariner Careers
Senior Tax Manager
Scottsdale, AZ. Posted 23 days ago
The role
You will work directly with clients and wealth management teams to review and implement tax strategies. You will provide leadership to the tax team and manage consulting and tax projects.
What you will do
- Provide guidance, instruction, direction and leadership to the tax team
- Participate in obtaining new clients in partnership with strategic relationships and community networks
- Responsible for client relationships and retention
- Create and present strategic 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 minimum payouts
- Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements
- Commitment to continuing education, team development, training and mentoring new tax associates
Required qualifications
- Bachelor’s degree
- 8+ years’ tax experience working in private or public accounting firm or financial planning firm
- CPA or EA
- Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities
- Strong research capabilities related to technical matters for complex tax needs and updates to regulations
- Highly effective interpersonal, relationship management and communication skills
- Excellent organizational and time management skills
- Demonstrated talent development experience, training new staff and mentoring interns
- Strong attention to detail
Nice to have
- Mastery of various tax compliance software products (CCH or GOSystem preferred)
Benefits
- Progressive opportunities
- Professional growth
- Giving back to the community
- Innovative workplace
- Culture that fosters camaraderie, teamwork and work-life balance
About the company
Mariner Wealth Advisors is a firm that provides 360° advice designed to last. They focus on building a diverse culture and nurturing the next generation of professionals.