Mariner Wealth Advisors · 16 hours ago
Tax Senior/Associate - Remote
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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
Qualification
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Required
Bachelor’s degree, Accounting
1-4 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
Company
Mariner Wealth Advisors
Mariner Wealth Advisors is a financial services company specializing in risk management and consultancy services.
H1B Sponsorship
Mariner Wealth Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity· undefined
2022-01-06Debt Financing· $75M
Leadership Team
Recent News
2024-04-28
Pittsburgh Business Times
2024-02-02
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