5+ years' tax experience in private/public accounting or financial planning
CPA or EA required
Experience with high-net-worth clients, partnerships, trusts, and closely held entities
Strong research skills for complex tax matters
Proficiency in tax compliance software (CCH or GOSystem preferred)
Demonstrated talent development and mentoring experience
Responsibilities
Manage and mentor a growing team of tax professionals
Build and maintain client relationships, ensuring confidence and satisfaction
Oversee consulting and tax projects, including charitable giving and financial planning
Review tax returns and financial statements, ensuring accuracy and compliance
Identify value-added services based on clients' overall business needs
Collaborate with peers to present strategic tax planning solutions
Guide research on complex tax issues and regulatory updates
Commit to ongoing education and team development
Benefits
Commitment to continuing education and professional growth
Opportunities for team development and mentoring
Collaborative work environment with a focus on client-centric service
Engagement with high-net-worth clients and complex tax scenarios
Supportive culture that values personal and professional growth
Full Job Description
As aTax 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
