Tax Manager

Mariner; Scottsdale (AZ); Sur place; USD 120 000 - 155 000; Plein temps

Résumé du poste

Mariner Wealth Advisors in Scottsdale, AZ, is seeking an experienced Tax Manager to lead client-focused tax strategies for high-net-worth individuals and closely held businesses. You will mentor a growing team and collaborate with wealth management professionals to deliver integrated tax planning.

You will review returns, projections, and tax calculations, develop strategic planning solutions, and stay current with tax regulations.

Qualifications

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

Responsabilités

• Managing and mentoring a growing team of professionals, driving a high-degree of skill and expertise through client-centric service
• Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Manage consulting, 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
• Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Support and guide the research of technical matters for complex tax needs and updates to regulations
• Commitment to continuing education, team development, training and mentoring new tax associates

Connaissances

Client-focused tax

Research capabilities

Tax software

Interpersonal skills

Time management

Mentoring interns

Attention to detail

Formation

Bachelor’s degree

CPA or EA

Outils

CCH

GoSystem

Description du poste

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

Responsibilities

• Managing and mentoring a growing team of professionals, driving a high-degree of skill and expertise through client-centric service

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

• Manage consulting, 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

• Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide

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

• Support and guide the research of technical matters for complex tax needs and updates to regulations

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

Qualifications

• Bachelor’s degree required

• 5+ 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.

EOE M/F/D/V