Tax Manager, Scottsdale, AZ

Responsibilities

• Managing and mentoring a growing team of professionals
• Driving a high-degree of skill and expertise through client-centric service
• Responsible for client relationships and retention
• Inspiring client confidence through demonstrated expertise
• Ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Manage consulting, tax projects, such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and related work papers and financial statements
• Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Support and guide the research of technical matters for complex tax needs and updates to regulations
• Commitment to continuing education, team development, training and mentoring new tax associates

Qualifications

• Bachelor’s degree required
• 5+ years’ tax experience working in private or public accounting firm or financial planning firm
• CPA or EA preferred