Tax Manager

Responsibilities

• Manage and mentor a growing team of professionals, fostering skill development and expertise through a client-focused approach
• Build and maintain strong client relationships, ensuring client satisfaction, retention, and confidence through demonstrated expertise and proactive communication
• Oversee consulting and tax projects, including charitable giving calculations, private foundation minimum payouts, and other tax and financial planning initiatives
• Review tax returns, quarterly and annual tax projections, estimated tax vouchers, extension forms, supporting work papers, and financial statements
• Understand clients’ broader financial needs and identify value-added services that Mariner Wealth Advisors can offer
• Collaborate with peers and leadership to develop and present strategic tax planning solutions for high-net-worth individuals and closely held businesses
• Guide and support in-depth research on complex tax issues and regulatory updates
• Commit to continuous professional development, team training, and mentoring of new tax associates

Qualifications

• Bachelor’s degree required
• Minimum of 5 years of tax experience in a public or private accounting firm or financial planning firm
• CPA or EA Required

Skills and Knowledge

• Strong track record providing tax consulting to high-net-worth clients, partnerships, trusts, and closely held entities
• Advanced research capabilities related to complex tax matters and changing regulations
• Proficiency with tax compliance software (CCH or GOSystem preferred)
• Exceptional interpersonal, relationship management, and communication skills
• Excellent organizational and time management abilities, with a capacity to handle multiple priorities in a fast-paced environment
• Experience in talent development, including training and mentoring staff and interns
• High attention to detail

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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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