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Senior Tax Associate

Company: Mariner Wealth Advisors
Location: Tulsa
Posted on: November 19, 2021

Job Description:

The senior tax associate 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 senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate 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

  • 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 neededSkills and Knowledge
    • 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 skillsQualifications
      • Bachelor's degree, Accounting
      • 3+ years of related experienceWe welcome your interest in being a part of the Mariner Wealth Advisors team. We offer associates an innovative and challenging place to work with camaraderie and teamwork. We have 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 .

Keywords: Mariner Wealth Advisors, Tulsa , Senior Tax Associate, Accounting, Auditing , Tulsa, Oklahoma

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