Mariner

Manager, Tax

Mariner

full-time

Posted on:

Location Type: Hybrid

Location: Scottsdale • Arizona • United States

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Salary

💰 $82,800 - $157,200 per year

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtax returns reviewfinancial planningcharitable giving calculationsprivate foundation minimum payoutsincome tax projectionsestimated tax vouchersfinancial statements analysisconsulting projectsregulatory updates
Soft Skills
mentoringclient relationship managementteam developmentcommunicationleadershipclient-centric serviceproblem-solvingstrategic thinkinginspirationcommitment to education
Certifications
CPAEA