Tax Associate: Growth‑Focused, Team‑Driven

Mariner; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Mariner Wealth Advisors in the United States is seeking a tax associate to work with the tax team on personal, fiduciary, S-Corp, partnership, foundation and gift tax returns. The role emphasizes professional growth and client service.

You will prepare returns, review data, interact with clients and IRS inquiries, and support compliance with firm standards. Qualifications include a Bachelor's in Accounting and at least one year of experience; strong Excel and tax software skills are essential.

Qualifications

• Bachelor’s degree in accounting required.
• 1+ years of related experience.
• Proficiency in Excel and tax software.
• Strong client service orientation and communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Excellent attention to detail and analytical ability.

Responsibilities

• Prepare tax returns for individuals and entities (personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax).
• Maintain client files and data in a timely manner; compile quarterly asset values for billing and invoicing.
• Present complete, timely, and accurate client deliverables.
• Respond to inquiries from tax authorities and research complex tax issues.
• Ensure compliance with the firm’s quality control standards and procedures.
• Participate in learning opportunities and internal resources.

Skills

Tax preparation

Client service

Analytical skills

Research capabilities

Communication skills

Teamwork

Detail-oriented

Education

Bachelor’s degree in Accounting

Tools

Tax software programs

Microsoft Office (Word/Excel/Outlook)

Job description

Mariner Wealth Advisors in the United States is seeking a tax associate to work with the tax team on personal, fiduciary, S-Corp, partnership, foundation and gift tax returns. The role emphasizes professional growth and client service.

You will prepare returns, review data, interact with clients and IRS inquiries, and support compliance with firm standards. Qualifications include a Bachelor's in Accounting and at least one year of experience; strong Excel and tax software skills are essential.