Manager/Senior Tax Manager
Company: Mariner Wealth Advisors
Location: San Diego
Posted on: June 25, 2022
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Job Description:
Overview:
The manager/senior tax manager 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 six years. As a senior tax manager, 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 senior tax manager will be a tax enthusiast, thoughtful
listener, have a strong team mentality, and be driven to grow
professionally and personally. - -
Responsibilities:
Provide guidance, instruction, direction and -leadershipto the tax
team to help achieve results, build expertise, and inspire the next
generation of tax leaders (Senior)Participate in obtaining new
clients in partnership with strategic relationships and community
networks (Senior)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 basisWork with peers and
leaders to create and present strategic tax planning solutions to
high-net-worth clients and closely held businessesManage consulting
and tax projects such as charitable giving calculations, private
foundation minimum payouts and miscellaneous tax and financial
planning projectsReview tax returns, quarterly and annual income
tax projections, estimated tax vouchers extension forms and related
work papers and financial statementsCommitment to continuing
education, team development, training and mentoring new tax
associates
Qualifications:
Bachelor's degree required5+ years' tax experience working in
private or public accounting firm or financial planning firm CPA or
EA required -Skills and Knowledge: -Experience providing
client-centric tax consulting to high-net-worth clients,
partnerships, trusts and closely held entitiesStrong research
capabilities related to technical matters for complex tax needs and
updates to regulationsMastery of various tax compliance software
products (CCH or GOSystem preferred)Highly effective interpersonal,
relationship management and communication skillsExcellent
organizational and time management skills in a high energy culture
to manage multiple priorities in a time-sensitive
environmentDemonstrated talent development experience, training new
staff and mentoring internsStrong attention to detail Mariner
Wealth Advisors is a top-ranked, national wealth advisory firm with
locations across the United States. Our mission to put our clients'
interests first drives everything we do. - -We -welcome your
interest in being a part of our firm. We believe in giving
associates progressive opportunities, actively nurturing
professional growth and giving back to the community. We are
dedicated to building a diverse culture where everyone has the
support they need to achieve their career goals. We offer an
innovative workplace and a culture that fosters camaraderie,
teamwork and work-life balance. -EOE M/F/D/V #LI-GC1*Barron's
awarded the 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms
rankings to Mariner Wealth Advisors based on data compiled for
Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to
Mariner Holdings based upon data compiled for Mariner Holdings'
registered investment adviser subsidiaries. The number of firms
included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50
(2019) and 100 (2020 and 2021). - Barron's publishes rankings based
upon a number of criteria and the firms' filings with the SEC were
used to cross-check the data provided. The listing includes numbers
of clients, employees, advisors, offices and state locations. The
award is not indicative of future performance and there is no
guarantee of future investment success. For additional information
visit -www.barrons.com.
Keywords: Mariner Wealth Advisors, San Diego , Manager/Senior Tax Manager, Executive , San Diego, California
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