Hybrid Manager, Tax

Posted last week

Apply now

About the role

  • 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
  • CPA or EA preferred

Benefits

  • health insurance
  • retirement plans
  • paid time off
  • flexible work arrangements
  • professional development

Job title

Manager, Tax

Job type

Experience level

Mid levelSenior

Salary

$82,800 - $157,200 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job