Mariner Wealth Advisors

Tax Director

Job Location(s) US-CA-Corte Madera
Posted Date 1 month ago(5/19/2021 11:52 AM)
# of Openings
1
Category
Tax

Overview

The tax director position at Mariner Wealth Advisors is the ideal role for a tax professional looking to join a national advisory firm that Barron’s has ranked as a Top Five RIA for the last five years. As a tax director, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. The successful tax director will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

 

If you are looking to build your tax career with a firm that puts the client first by providing 360° advice designed to last and that is committed to being there for everything life brings our clients’ way, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of tax professionals, give back to the community and have a diverse culture where associates genuinely love where they work and receive the support they need to meet their career goals.

 

Responsibilities

  • Provide guidance, instruction, direction, and leadershipto the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
  • Participate in obtaining new clients in partnership with strategic relationships and community networks
  • Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
  • Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
  • Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
  • Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements
  • Commitment to continuing education, team development, training and mentoring new tax associates

 

Skills and Knowledge

  • Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities
  • Strong research capabilities related to technical matters for complex tax needs and updates to regulations
  • Mastery of various tax compliance software products (CCH or GOSystem preferred)
  • Highly effective interpersonal, relationship management and communication skills
  • Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment
 

Qualifications

  • Bachelor’s degree required
  • 8+ years’ tax experience working in private or public accounting firm or financial planning firm
  • CPA or EA required

 

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

 

*Barron’s awarded the 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020).  Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com

 

 

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