Associate, Tax

mariner-careers; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors, a national wealth advisory firm, seeks a tax associate to collaborate with the tax team on personal, fiduciary, S-Corp, partnership, private foundation and gift tax returns. You should be a tax enthusiast with a client-focused mindset.

You will prepare returns, projections, maintain files, present deliverables, and participate in training and compliance. The role emphasizes accuracy, organization, and the ability to manage multiple tasks in a team environment.

Qualifications

• Bachelor’s degree in Accounting.
• 1+ years of related experience.

Responsibilities

• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
• Maintain client files and electronic data files; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees
• Present complete, timely and accurate client deliverables in an efficient manner
• Attend and participate in learning opportunities through associate meetings and internal resources
• Respond to inquiries from the IRS and other taxing authorities, research technical matters for complex tax needs and updates to regulations
• Compliance to the Firm’s quality control standards
• Additional projects, furthering the service of clients as needed

Skills

Microsoft Word

Microsoft Outlook

Microsoft Excel

Attention to detail

Communication skills

Education

Bachelor’s degree in Accounting

Tools

Tax software

Job description

As a tax associate, you will work directly with the tax team to create personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
• Present complete, timely and accurate client deliverables in an efficient manner
• Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.
• Respond to inquiries from the IRS and other taxing authorities, research technical matters for complex tax needs and updates to regulations
• Compliance to the Firm’s quality control standards
• Additional projects, furthering the service of clients as needed

Qualifications

• Bachelor’s degree, Accounting
• 1 + years of related experience

Skills and Knowledge

• Proficiency in Microsoft Office including Word, Outlook, and Excel
• Familiarity with tax software programs
• Positive attitude toward client relations to provide exceptional, proactive client service
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Highly organized with strong analytical skills, creative problem solving and strong research capabilities
• Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks
• Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
• Clear communicator with strong interpersonal writing and presentation skills

Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.

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.

EOE M/F/D/V