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Role Purpose:
- Manage and mentor a growing team of tax professionals.
- Drive a high degree of skill and expertise through client-centric service.
- Ensure deadlines are met and client questions addressed.
Client Responsibilities:
- Manage consulting and tax projects, including charitable giving calculations and private foundation payouts.
- Review tax returns, quarterly income tax projections, and estimated tax vouchers.
- Understand client business needs and identify value-added services.
Qualifications and Skills:
- Bachelor’s degree required; 5+ years of tax experience.
- CPA or EA required; experience with high-net-worth clients.
- Mastery of tax compliance software like CCH or GOSystem.
Culture and Growth:
- Commitment to continuing education and team development.
- Active mentoring of new tax associates and interns.
- Support from a firm that gives back to the community.
Mariner Wealth Advisors
Mariner Wealth Advisors provides coordinated financial strategies and tax consulting to high-net-worth clients and closely held businesses. The firm fosters a culture of camaraderie, teamwork, and work-life balance, offering progressive opportunities for professional growth.