Mariner Holdings

  • Tax Manager

    Job Location(s) US-OK-Tulsa | US-OK-Oklahoma City
    Posted Date 3 weeks ago(4/27/2018 2:01 PM)
    MCON - Mariner Consulting
    # of Openings
    Job Closing Date
  • Overview

    Mariner Consulting - OK, LLC, a Mariner Holdings company, is a unique tax consulting firm focused on serving executives, family groups, high net worth individuals and their closely-held entities. The firm offers a wide range of tax services which include tax preparation and consulting services for individuals, trusts, and closely held entities, estate planning and private foundation tax services. We also provide assistance with various financial/tax planning projects, family office services, optimizing charitable giving, succession planning and wealth transfer opportunities.  


    Our privately held firm offers team members highly competitive benefit packages and opportunities for traditional and non-traditional development tracks. An entrepreneurial and family-friendly environment, Mariner Consulting provides an intellectually challenging and rewarding place to grow your career.


    We are currently seeking candidates for the position of Tax Manager.  The Tax Manager will work with the tax Partners in servicing high net worth individuals with a focus on Personal, Fiduciary, S-Corporation, Partnership, Private Foundation, and Gift tax returns.  This person will coordinate with affiliated Wealth Advisors and key internal staff to bring added value to existing clients through tax consultation and identifying/implementing services solutions.  


    • Assist with managing and mentoring a growing team of professionals, driving a high-degree of skill and expertise through client-centric service.
    • Service clients as it relates to planning, projects and compliance requirements
    • Maintain list of clients assuring compliance/planning needs are met
    • Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
    • Manage consulting/tax projects such as charitable giving calculations, private foundation minimum pay-outs, and miscellaneous tax and financial planning projects
    • Supervise research of technical matters for complex tax needs and updates to regulations
    • Present complete, timely and accurate client deliverables in an efficient manner
    • Be comfortable with day to day communication with clients
    • Maintain an understanding of relevant computer software applications
    • Attend and participate in tax training opportunities to further knowledge and development
    • Compliance to the Firm’s quality control standards
    • Additional projects, furthering the service of clients as needed


    • Bachelor’s degree in accounting, licensed CPA
    • 5 to 8 years’ of related experience, public or private tax/accounting
    • Experience providing client-centric consulting to high net worth individuals and closely held entities
    • Creative problem solving, research skills
    • Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
    • Proficiency in Microsoft Office including Word, Outlook, and Excel 
    • Familiarity with tax software programs
    • Clear communicator with strong interpersonal writing/verbal skills
    • Detail oriented, excellent organizational and analytical skills
    • High degree of client service to both internal and external customers
    • Self-starter, highly motivated to personal growth and development
    • Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks

    We welcome your interest in being a part of the Mariner Consulting team.   


    EOE M/F/D/V


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