Tax Associate
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About The Position
As a Senior Tax Associate at Mariner Wealth Advisors, you will play a crucial role in collaborating with both the tax and wealth management teams to deliver a variety of tax returns, including personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. This position is designed for a tax enthusiast who is not only knowledgeable but also possesses a strong team mentality and a desire for professional and personal growth. You will be expected to build and maintain client relationships that focus on client retention, providing support related to planning, projects, and compliance requirements. Your responsibilities will include preparing tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, and all related work papers and financial statements. You will also be responsible for maintaining client paper files and electronic data files in a timely manner, compiling quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and collection consulting fees. Additionally, you will review activities within your job scope to ensure sufficient controls are in place to prevent errors, fraud, and misstatements of financial results. Participation in learning opportunities through client meetings, associate meetings, and internal resources will be essential for your development. You will respond to inquiries from the IRS and other taxing authorities, conduct research on complex tax needs, and stay updated on regulatory changes. Your deliverables must be complete, timely, and accurate, adhering to the firm's quality control standards. You may also be involved in additional projects that further enhance client service as needed.
