Tax Associate: Growth, Collaboration & Client Impact

mariner-careers; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors, a national wealth advisory firm, seeks a tax associate to collaborate with the tax team on personal, fiduciary, S-Corp, partnership, private foundation and gift tax returns. You should be a tax enthusiast with a client-focused mindset.

You will prepare returns, projections, maintain files, present deliverables, and participate in training and compliance. The role emphasizes accuracy, organization, and the ability to manage multiple tasks in a team environment.

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 files and electronic data files; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees
• Present complete, timely and accurate client deliverables in an efficient manner
• Attend and participate in learning opportunities through associate meetings and internal resources
• 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 Word

Microsoft Outlook

Microsoft Excel

Attention to detail

Communication skills

Education

Bachelor’s degree in Accounting

Tools

Tax software

Job description

Mariner Wealth Advisors, a national wealth advisory firm, seeks a tax associate to collaborate with the tax team on personal, fiduciary, S-Corp, partnership, private foundation and gift tax returns. You should be a tax enthusiast with a client-focused mindset.

You will prepare returns, projections, maintain files, present deliverables, and participate in training and compliance. The role emphasizes accuracy, organization, and the ability to manage multiple tasks in a team environment.