Tax Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate closely with clients and wealth management teams to evaluate and execute tax strategies that align with client objectives and principles.

• Oversee and guide a developing team of professionals.

• Cultivate client relationships and ensure retention, meet deadlines, and respond to client inquiries and requirements.

• Manage consulting tax initiatives, including calculations for charitable giving, minimum payouts for private foundations, and tax and financial planning projects.

• Analyze tax returns, quarterly and annual income tax forecasts, estimated tax vouchers, extension forms, related work papers, and financial statements.

• Comprehend clients’ overall business requirements and pinpoint value-added services that Mariner Wealth Advisors can deliver.

• Develop and present strategic tax planning solutions for high-net-worth clients and closely held companies.

• Assist in researching technical issues pertaining to complex tax requirements and regulatory changes.

• Pursue education, team development, training, and mentoring of new tax associates.

⛳️ Requirements

• Bachelor’s degree is mandatory.

• More than 5 years of tax experience in either a private or public accounting firm or a financial planning organization.

• CPA or EA designation is required.

• Experience in delivering client-focused tax consulting services to high-net-worth clients, partnerships, trusts, and closely held organizations.

• Strong research skills related to intricate tax issues and regulatory updates.

• Proficiency in tax compliance software products; familiarity with CCH or GOSystem is preferred.

• Highly proficient interpersonal, relationship management, and communication abilities.

• Exceptional organizational and time management skills.

• Proven experience in talent development, including training new team members and mentoring interns.

• Strong attention to detail.

• Legally authorized to work in the United States.

🏝️ Benefits

• Opportunities for progressive advancement.

• Support for professional development.

• Opportunities for community engagement.

• An innovative workplace environment.

• A commitment to work-life balance.

• Potential eligibility for incentive program awards.

• Additional compensation and/or benefits may be offered.