Geared toward tax professionals comfortable with client-centric consulting and team leadership in New York City, this role emphasizes collaboration with wealth management teams and expertise in complex tax planning for high-net-worth individuals.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Mariner via Ashby
As a Tax 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
- Strong attention to detail
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.
EOE M/F/D/V
Source: Mariner careers (Ashby)