Tax Manager

The role

The Tax Manager works with clients and wealth management teams to review and implement tax strategies. This role involves managing a team of professionals and providing tax consulting to high-net-worth clients.

What you will do

• Manage and mentor a growing team of professionals
• Responsible for client relationships and retention
• 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 related work papers
• Identify value-added services for client business needs
• Create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Support and guide research of technical matters and regulation updates
• Commit to continuing education, team development, training and mentoring new tax associates

Required qualifications

• Bachelor’s degree
• 5+ 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 progressive opportunities and nurtures professional growth. They are dedicated to building a diverse culture and an innovative workplace.