Mariner · 20 hours ago
Senior Manager, Tax
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$99K/yr - $210K/yr
8+ years expMariner is a privately held national financial services firm dedicated to meeting modern wealth needs. The Senior Manager, Tax will provide leadership to the tax team, manage client relationships, and oversee tax consulting and compliance projects for high-net-worth clients and closely held businesses.
ConsultingFinancial ServicesRisk Management
Responsibilities
Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
Participate in obtaining new clients in partnership with strategic relationships and community networks
Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
Manage consulting and 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
Commitment to continuing education, team development, training and mentoring new tax associates
Qualification
Required
Bachelor's degree required
8+ years' tax experience working in private or public accounting firm or financial planning firm
CPA or EA required
Preferred
Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities
Strong research capabilities related to technical matters for complex tax needs and updates to regulations
Mastery of various tax compliance software products (CCH or GOSystem preferred)
Highly effective interpersonal, relationship management and communication skills
Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment
Demonstrated talent development experience, training new staff and mentoring interns
Strong attention to detail
Benefits
Eligibility to participate in an incentive program
Additional compensation and/or benefits
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner 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
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Morningstar.com
2025-08-26
2025-05-02
2025-04-30
Company data provided by crunchbase