Tax Manager

Responsibilities

• Manage and mentor a growing team of professionals to drive expertise through client-centric service
• Maintain client relationships and retention by inspiring confidence through demonstrated expertise
• Manage consulting and tax projects including charitable giving calculations and private foundation payouts
• Review tax returns, quarterly/annual income tax projections, and estimated tax vouchers
• Identify value-added services to meet client business needs
• Create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Support research of technical matters for complex tax needs and regulatory updates
• Commit to continuing education, team development, and mentoring new tax associates

Requirements

• Bachelor's degree
• 5+ years of tax experience in private/public accounting or financial planning
• Experience providing tax consulting to high-net-worth clients, partnerships, trusts, and closely held entities
• Mastery of tax compliance software (CCH or GOSystem preferred)
• Strong technical research capabilities
• Excellent interpersonal, organizational, and time management skills

Preferred Qualifications

• CPA or EA certification

About the Company

Mariner Wealth Advisors is dedicated to building a diverse culture that nurtures professional growth and provides progressive opportunities. We offer an innovative workplace that fosters camaraderie, teamwork, and work-life balance.