Associate, Tax

Mariner; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors in the United States is seeking a tax associate to work with the tax team on personal, fiduciary, S-Corp, partnership, foundation and gift tax returns. The role emphasizes professional growth and client service.

You will prepare returns, review data, interact with clients and IRS inquiries, and support compliance with firm standards. Qualifications include a Bachelor's in Accounting and at least one year of experience; strong Excel and tax software skills are essential.

Qualifications

• Bachelor’s degree in accounting required.
• 1+ years of related experience.
• Proficiency in Excel and tax software.
• Strong client service orientation and communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Excellent attention to detail and analytical ability.

Responsibilities

• Prepare tax returns for individuals and entities (personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax).
• Maintain client files and data in a timely manner; compile quarterly asset values for billing and invoicing.
• Present complete, timely, and accurate client deliverables.
• Respond to inquiries from tax authorities and research complex tax issues.
• Ensure compliance with the firm’s quality control standards and procedures.
• Participate in learning opportunities and internal resources.

Skills

Tax preparation

Client service

Analytical skills

Research capabilities

Communication skills

Teamwork

Detail-oriented

Education

Bachelor’s degree in Accounting

Tools

Tax software programs

Microsoft Office (Word/Excel/Outlook)

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