Senior Tax Manager - High-Net-Worth Client Strategies

Mariner Wealth Advisors; Tulsa (OK); On-site; USD 99,000 - 135,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Client-centric tax consulting

Research capabilities

Interpersonal skills

Time management

Mentoring staff

Attention to detail

Education

Bachelor's degree

CPA or EA

Tools

CCH

GOSystem

Job description

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.