Tax Manager

Mariner Wealth Advisors; Cincinnati, Northern (OH, KY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Mariner Wealth Advisors is seeking an experienced Tax Manager to lead tax strategies for high-net-worth clients and closely held businesses. You will collaborate with clients and wealth teams to tailor comprehensive tax plans and drive proactive tax governance.

The role emphasizes mentorship, technical excellence, and ongoing professional development within a client-focused environment.

Qualifications

• Bachelor’s degree required.
• Minimum of 5 years of tax experience in a public or private accounting firm or financial planning firm.
• CPA or EA designation preferred.

Responsibilities

• Manage and mentor a growing team of professionals, fostering skill development and client focus.
• Build and maintain strong client relationships, ensuring client satisfaction, retention, and confidence through demonstrated expertise and proactive communication.
• Oversee consulting and tax projects, including charitable giving calculations, private foundation minimum payouts, and other tax and financial planning initiatives.
• Review tax returns, quarterly and annual tax projections, estimated tax vouchers, extension forms, supporting work papers, and financial statements.
• Understand clients’ broader financial needs and identify value-added services that Mariner Wealth Advisors can offer.
• Collaborate with peers and leadership to develop and present strategic tax planning solutions for high-net-worth individuals and closely held businesses.
• Guide and support in-depth research on complex tax issues and regulatory updates.
• Commit to continuous professional development, team training, and mentoring of new tax associates.

Skills

Tax consulting

Research capabilities

Interpersonal skills

Time management

Mentoring staff

Education

Bachelor’s degree

Tools

CCH

GOSystem

Job description

Tax Manager

At Mariner, we are seeking an experienced and motivated Tax Manager to join our team. As a Tax Manager, you will collaborate directly with clients and wealth management teams to develop and implement comprehensive tax strategies tailored to each client's individual goals and values. We are looking for a tax enthusiast who is a thoughtful listener, demonstrates a strong team mentality, and is passionate about both professional and personal growth.

Responsibilities:

• Manage and mentor a growing team of professionals, fostering skill development and expertise through a client-focused approach


• Build and maintain strong client relationships, ensuring client satisfaction, retention, and confidence through demonstrated expertise and proactive communication


• Oversee consulting and tax projects, including charitable giving calculations, private foundation minimum payouts, and other tax and financial planning initiatives


• Review tax returns, quarterly and annual tax projections, estimated tax vouchers, extension forms, supporting work papers, and financial statements


• Understand clients’ broader financial needs and identify value-added services that Mariner Wealth Advisors can offer


• Collaborate with peers and leadership to develop and present strategic tax planning solutions for high-net-worth individuals and closely held businesses


• Guide and support in-depth research on complex tax issues and regulatory updates


• Commit to continuous professional development, team training, and mentoring of new tax associates

Qualifications:

• Bachelor’s degree required


• Minimum of 5 years of tax experience in a public or private accounting firm or financial planning firm


• CPA or EA designation preferred

Skills and Knowledge:

• Strong track record providing tax consulting to high-net-worth clients, partnerships, trusts, and closely held entities


• Advanced research capabilities related to complex tax matters and changing regulations


• Proficiency with tax compliance software (CCH or GOSystem preferred)


• Exceptional interpersonal, relationship management, and communication skills


• Excellent organizational and time management abilities, with a capacity to handle multiple priorities in a fast-paced environment


• Experience in talent development, including training and mentoring staff and interns


• High attention to detail

Why Mariner?

We are committed to providing associates with growth opportunities, professional development, and meaningful ways to give back to our community. At Mariner, you will be part of a diverse and supportive culture that encourages career progression, teamwork, camaraderie, and a healthy work-life balance.

We welcome your interest in joining our firm and look forward to building the future together.

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.

EOE/M-F/D/V

EOE M/F/D/V