Tax Manager: Lead High Net Worth Planning & Team Growth

Mariner; Scottsdale (AZ); On-site; USD 120,000 - 155,000; Full time

Job summary

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.

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

Skills

Client-focused tax

Research capabilities

Tax software

Interpersonal skills

Time management

Mentoring interns

Attention to detail

Education

Bachelor’s degree

CPA or EA

Tools

CCH

GoSystem

Job description

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.