Manager, Tax

Mariner Wealth Advisors; Tulsa (OK); In loco; USD 99.000 - 135.000; Tempo pieno

Descrizione del lavoro

Mariner Wealth Advisors is seeking a Tax Manager to collaborate with clients and wealth teams on tax strategies aligned with client goals. You will guide a team and oversee tax returns, projections, and planning projects for high-net-worth clients and closely held entities.

The role requires CPA or EA credentials, 5+ years of tax experience, and strong research and client-service skills in a fast-paced environment.

Competenze

• Bachelor's degree required.
• 5+ years’ tax experience in private or public accounting or financial planning.
• CPA or EA required.

Mansioni

• Mentor and lead a growing team of tax professionals.
• Manage client relationships, ensure deadlines and client inquiries are addressed.
• Lead tax projects such as charitable giving calculations and private foundation payouts.
• Review tax returns and quarterly/annual projections; prepare related work papers.

Conoscenze

Client-centric tax consulting

Research capabilities

Interpersonal skills

Time management

Mentoring staff

Attention to detail

Formazione

Bachelor's degree

CPA or EA

Strumenti

CCH

GOSystem

Descrizione del lavoro

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.

EOE M/F/D/V