Director, Tax

Mariner•Los Angeles, CA

About The Position

The tax director position at Mariner Wealth Advisors is the ideal role for a tax professional looking to join a national advisory firm that Barron’s has ranked as a Top Five RIA for the last five years. As a tax director, 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 director will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

Requirements

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
Bachelor’s degree required
8+ years’ tax experience working in private or public accounting firm or financial planning firm
CPA or EA required

Responsibilities

Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
Participate in obtaining new clients in partnership with strategic relationships and community networks
Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
Manage consulting and 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
Commitment to continuing education, team development, training and mentoring new tax associates