[Hiring] Tax Manager @Mariner

Role Description

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.

• 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 ensuring 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

Requirements

• 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

Benefits

• Progressive opportunities for professional growth
• Supportive and diverse culture
• Innovative workplace fostering camaraderie and teamwork
• Work-life balance