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Associate, Tax
$45,900 - $87,600/Yr
Mariner Wealth Advisors - Madison, NJ
posted 3 months ago
Full-time - Entry Level
Madison, NJ
Credit Intermediation and Related Activities
About the position
As a Tax Associate at Mariner Wealth Advisors, you will collaborate closely with the tax team to prepare various tax returns, including personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. This role is ideal for a tax enthusiast who is eager to grow both professionally and personally while contributing to 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
