Manager, Tax at Mariner Wealth Advisors leading a team and managing client tax projects. Ensuring client satisfaction while driving professional growth and expertise within the team.
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
Requirements
Bachelor’s degree required
5+ years’ tax experience working in private or public accounting firm or financial planning firm
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