As a tax associate, you will work directly with the tax team to create personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.ResponsibilitiesPrepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statementsMaintain 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 feesPresent complete, timely and accurate client deliverables in an efficient mannerAttend 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 regulationsCompliance to the Firm's quality control standardsAdditional projects, furthering the service of clients as neededQualificationsBachelor's degree, Accounting1 + years of related experienceSkills and KnowledgeProficiency in Microsoft Office including Word, Outlook, and ExcelFamiliarity with tax software programsPositive attitude toward client relations to provide exceptional, proactive client serviceDemonstrated ability to manage multiple tasks and maintain the necessary attention to detailHighly organized with strong analytical skills, creative problem solving and strong research capabilitiesAbility to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasksAble to manage conflicting priorities, deadline-based tasks and simultaneous projectsClear communicator with strong interpersonal writing and presentation skillsMariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.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.By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .EOE M/F/D/V
Not specified in the original listing.
Not specified in the original listing.
Mariner Finance is dedicated to providing financial solutions that meet the goals and values of its clients. The firm emphasizes professional growth and community involvement, fostering a diverse workplace culture. Read More