Mariner Wealth Advisors

  • Tax Associate

    Job Location(s) US-KS-Overland Park
    Posted Date 6 days ago(1/14/2019 3:17 PM)
    # of Openings
    Job Closing Date
  • Overview

    Achieve. Evolve. Lead. At Mariner Wealth Advisors’ inception, there was only one goal. The co-founders simply wanted to build a company they could be proud of while always putting the client first. It is on this foundation each company within the Mariner Wealth Advisors family is built. Each organization lets you in on something special, but collectively, our family is one of a kind. As a rapidly growing global financial services firm, every action and every decision starts and ends with what is best for our clients.


    We are currently seeking candidates for the position of Tax Associate in our Overland Park, KS location.  The Tax Associate will assist senior staff members in servicing high net worth individuals with a focus on personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. 


    • Service clients as it relates to planning, projects and compliance requirements
    • Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
    • Respond to inquiries from the IRS and other taxing authorities
    • Research supervised 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


    • Bachelor’s degree in accounting
    • 1 to 3 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 while maintaining a high level of responsibility and accountability to individual projects and tasks


    EOE M/F/D/V


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