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
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