Associate, Tax

$45,900 - $87,600/Yr

Mariner Wealth Advisors - New York, NY

Full-time - Entry Level

New York, NY

Credit Intermediation and Related Activities

About the position

The Associate, Tax position at Mariner Wealth Advisors involves working closely with the tax team to prepare various types of tax returns, including personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. The role is designed for entry-level candidates who are enthusiastic about tax, possess strong analytical skills, and are eager to grow both professionally and personally within a supportive team environment.

Responsibilities

• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, and all related work papers and financial statements.
• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and collection consulting fees.
• Present complete, timely, and accurate client deliverables in an efficient manner.
• Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.
• Respond to inquiries from the IRS and other taxing authorities, research technical matters for complex tax needs and updates to regulations.
• Ensure compliance with the Firm's quality control standards.
• Engage in additional projects to further the service of clients as needed.

Requirements

• Bachelor's degree in Accounting
• 1+ years of related experience
• Proficiency in Microsoft Office including Word, Outlook, and Excel
• Familiarity with tax software programs
• Positive attitude toward client relations to provide exceptional, proactive client service
• Demonstrated ability to manage multiple tasks and maintain attention to detail
• Highly organized with strong analytical skills, creative problem solving, and strong research capabilities
• Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks
• Clear communicator with strong interpersonal writing and presentation skills

Benefits

• Progressive opportunities for professional growth
• Supportive and diverse workplace culture
• Work-life balance
• Eligibility to participate in an incentive program based on performance
• Additional compensation and/or benefits may be available.