Mariner Wealth Advisors

  • Tax Manager

    Job Location(s) US-IL-Oak Brook
    Posted Date 1 month ago(11/13/2018 2:45 PM)
    Entity
    MWACHI - Mariner Wealth Advisors - Chicago
    # of Openings
    1
    Category
    Tax
    Job Closing Date
    1/2/2019
  • 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 currently seeking candidates for the position of Tax Manager in our Oak Brook, IL office.  The Tax Manager will work with the tax Partners and Managers in servicing high net worth individuals with a focus on Personal, Fiduciary, S-Corporation, Partnership, Private Foundation, and Gift tax returns.  This position will also assist in the development of other team members.

    Responsibilities

    • Service clients as it relates to planning, projects and compliance requirements
    • Prepare and/or review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
    • Assist with consulting/tax projects such as charitable giving calculations, private foundation minimum pay-outs, and miscellaneous tax and financial planning projects
    • Respond to inquiries from the IRS and other taxing authorities
    • Conduct 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
    • Compliance to the Firm’s quality control standards
    • Additional projects, furthering the service of clients as needed

    Qualifications

    • Bachelor’s degree in accounting, licensed CPA
    • 7+ years of related experience, public or private tax/accounting
    • 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, both locally and on a national level, 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 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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