As a Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. The successful tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

Managing and mentoring a growing team of professionals, driving a high-degree of skill and expertise through client-centric service

Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis

Manage consulting, tax projects, such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects

Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements

Understand the client’s overall business needs and help identify value-added services that 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

Support and guide the research of technical matters for complex tax needs and updates to regulations

Commitment to continuing education, team development, training and mentoring new tax associates

Qualifications

Bachelor’s degree required

5+ years’ tax experience working in private or public accounting firm or financial planning firm

CPA or EA Required

Skills and Knowledge

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

Mastery of various tax compliance software products (CCH or GOSystem preferred)

Highly effective interpersonal, relationship management and communication skills

Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment

Demonstrated talent development experience, training new staff and mentoring interns

Strong attention to detail

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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