Associate, Tax

Socket.dev; Overland Park (KS); On-site; USD 55,000 - 75,000; Full time

Job summary

Mariner Wealth Advisors is seeking a Tax Associate to join our tax team and assist with preparing personal, fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The role emphasizes accuracy, client service, and collaboration within a growth-focused advisory firm.

The successful candidate will handle tax returns, projections, and related work papers while maintaining compliance with firm standards.

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 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

Skills

Microsoft Office

Tax software

Client relations

Multi-tasking

Attention to detail

Analytical skills

Communication

Teamwork

Problem solving

Education

Bachelor’s degree, Accounting

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.

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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.

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