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, building skill and expertise through client-centric service
• Own client relationships and retention, meet deadlines, and answer client questions and needs on an ongoing basis
• Manage consulting and tax projects, such as charitable giving calculations, private foundation minimum payouts, and tax and financial planning projects
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, work papers and financial statements
• Understand clients' business needs and identify value-added services Mariner Wealth Advisors can provide
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Research technical matters for complex tax needs and updates to regulations
• Commit to continuing education, team development, training and mentoring new tax associates

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 client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities
• Strong research capabilities for complex tax matters and regulation updates
• Mastery of tax compliance software products
• Highly effective interpersonal, relationship management and communication skills
• Excellent organizational and time management skills in a time-sensitive, high-energy environment
• Demonstrated talent development experience, training new staff and mentoring interns
• 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

• Applicants must agree to the collection and use of personal information as described in the employee and applicant privacy notice

About the company

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