Senior Associate, Tax

$58,500 - $108,000/Yr

Mariner Wealth Advisors - Louisville, KY

Full-time - Mid Level

Louisville, KY

Credit Intermediation and Related Activities

About the position

The Senior Associate, Tax position at Mariner involves working closely with the tax and wealth management teams to prepare and deliver various tax returns and compliance documents. This role emphasizes building client relationships, ensuring quality control, and maintaining accurate financial records while fostering professional growth and teamwork within a supportive environment.

Responsibilities

• Build and maintain client relationships aimed at client retention; support 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
• 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
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
• Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
• 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
• Compliance to the Firm's quality control standards
• Additional projects, furthering the service of clients, as needed

Requirements

• Bachelor's degree in Accounting
• 3+ 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 the necessary 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
• Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
• Clear communicator with strong interpersonal writing & presentation skills

Benefits

• Progressive opportunities for professional growth
• Support for community involvement
• Innovative workplace culture
• Teamwork and work-life balance