Mariner Holdings

  • Tax Consultant

    Job Location(s) US-OH-Cincinnati
    Posted Date 3 weeks ago(11/1/2018 1:47 PM)
    Entity
    MWAHC - Mariner Wealth Advisors Holding Company
    # of Openings
    1
    Category
    Tax
    Job Closing Date
    11/19/2018
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.

     

    We are seeking candidates for the position of Tax Consultant in multiple offices, including Cincinnati, Ohio.  The Tax Consultant will drive the strategy and service of 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 service solutions.

     

    Responsibilities

    • Build and oversee internal and external relationships as it relates to service, planning, projects and compliance requirements of client accounts
    • Drive tax engagements to Mariner Wealth Advisors through the sales process
    • 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, promissory note payments, amortization schedules and cost basis tracking of investments and other miscellaneous 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
    • Maintain an understanding of relevant computer software applications
    • Attend and participate in tax training opportunities to further knowledge and development
    • Comply to the Firm’s quality control standards

    Qualifications

    • Bachelor’s degree in accounting or a related field of study, CPA preferred
    • 8-12 years’ of related experience in public and private tax field
    • Experience providing client-centric consulting to high net wealth individuals and partnership
    • Executive presence and ability to communicate at the highest levels of an organization and among affluent community members
    • Sales experience strongly preferred
    • Self-starter, highly motivated to personal growth and development
    • Creative problem solving, research skills
    • Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
    • Proficiency in Microsoft Office including Word, Outlook, Excel and tax software programs
    • Clear communicator with strong interpersonal writing/verbal skills
    • Detail oriented, excellent organizational and analytical skills

    We welcome your interest in being a part of the Mariner Wealth Advisors team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. 

     

    EOE M/F/D/V

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