Tax Manager
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Job Description
Tax Manager developing tax strategies for high-net-worth clients and closely held businesses. Reviewing tax compliance, leading client projects, and mentoring tax professionals.
Responsibilities:
- Work directly with clients and wealth management teams to review and implement tax strategies aligned with client goals and values
- Manage and mentor a growing team of professionals
- Manage client relationships and retention, meet deadlines, and address client questions and needs
- Manage consulting tax projects, including charitable giving calculations, private foundation minimum payouts, and tax and financial planning projects
- Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, related work papers, and financial statements
- Understand clients’ overall business needs and identify value-added services Mariner Wealth Advisors can provide
- Create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
- Support research of technical matters involving complex tax needs and regulatory updates
- Continue education, team development, training, and mentoring of new tax associates
Requirements:
- Bachelor’s degree required
- 5+ years’ tax experience working in a private or public accounting firm or financial planning firm
- CPA or EA required
- Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts, and closely held entities
- Strong research capabilities related to complex tax matters and regulatory updates
- Mastery of tax compliance software products; CCH or GOSystem preferred
- Highly effective interpersonal, relationship management, and communication skills
- Excellent organizational and time management skills
- Demonstrated talent development experience, including training new staff and mentoring interns
- Strong attention to detail
- Legally authorized to work in the United States
Benefits:
- Progressive opportunities
- Professional growth support
- Community involvement opportunities
- Innovative workplace
- Work-life balance
- Potential eligibility for incentive program awards
- Additional compensation and/or benefits may be available
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