Mariner Holdings

  • Tax Administrative Assistant

    Job Location(s) US-NY-New York
    Posted Date 2 weeks ago(11/2/2018 6:06 PM)
    Entity
    MWANYC - Mariner Wealth Advisors - NYC
    # of Openings
    1
    Category
    Administrative/Clerical
    Job Closing Date
    12/15/2018
  • 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 hiring a Tax Administrative Assistant to support the tax department in our New York City office.  This is a great opportunity to help support our rapidly growing firm.   

    Responsibilities

    • Maintain tax client database
    • Scan all tax data and correspondence
    • Collate tax returns for clients
    • Invoicing/accounts receivable
    • Following up with managers on a regular basis
    • Managing continuing education credits
    • Prepare tax return due date lists on weekly basis
    • Handle miscellaneous requests as needed
    • Provide back up support for Administrative Assistant
    • Filing tax documents

    Qualifications

    • Highly-developed communication and interpersonal skills, both written and verbal
    • Results and action-oriented in a fast-paced, ever changing environment
    • Ability to work confidently within varying degrees of ambiguity
    • Strong judgment and confidence in decision making when appropriate
    • Attention to detail and accuracy in all work
    • Strong organizational skills with the ability to prioritize multiple and conflicting tasks
    • Proficient in Microsoft Excel, Salesforce
    • Excellent verbal and written communication 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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