Associate, Tax

Job description

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. **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 - Compliance to the Firm’s quality control standards - Additional projects, furthering the service of clients as needed **Qualifications** - Bachelor’s degree, Accounting - 1 + years of related experience **Skills 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 and presentation skills Mariner 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. #LI-MK1 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](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/). EOE M/F/D/V