• Job Description

  Req#: 3624

  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 career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed 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 our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

  EOE M/F/D/V

  Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

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  EOE M/F/D/V

• About the company

  Mariner Wealth Advisors provides 360-degree advice designed to last by creating a financial strategy designed to change with you.

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