Senior Manager, Tax

Mariner Wealth Advisors; Scottsdale (AZ); Vor Ort; USD 140.000 - 210.000; Vollzeit

Zusammenfassung

Mariner Wealth Advisors is seeking a Senior Manager, Tax to lead and implement tax strategies for high-net-worth clients while coordinating with wealth management teams. The role emphasizes client-centric service, strategic planning, and team leadership.

You will guide the tax group, manage complex tax matters, and drive client satisfaction through professional expertise and timely delivery of tax planning and compliance services.

Qualifikationen

• Bachelor’s degree required.
• 8+ years’ tax experience in private or public accounting or financial planning.
• CPA or EA required.
• Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities.

Aufgaben

• Provide guidance and leadership to the tax team to achieve results and develop talent.
• Participate in obtaining new clients in partnership with strategic relationships.
• Manage client relationships and retention; address client questions and deadlines.
• Develop and present strategic tax planning solutions for high-net-worth clients and closely held businesses.
• Oversee consulting and tax projects such as charitable giving calculations and private foundation payouts.
• Review tax returns, projections, and related work papers.
• Commit to continuing education and mentoring new staff.

Kenntnisse

Tax consulting

Client relationships

Research skills

Tax software

Interpersonal skills

Time management

Mentoring staff

Ausbildung

Bachelor’s degree

Tools

CCH/GOSystem

Jobbeschreibung

If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

As a Senior Manager, Tax, 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 senior tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders

• Participate in obtaining new clients in partnership with strategic relationships and community networks

• Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis

• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses

• Manage consulting and 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

• Commitment to continuing education, team development, training and mentoring new tax associates

Qualifications

• Bachelor’s degree required

• 8+ 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.

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