Mariner · 9 hours ago
Manager, Tax
Scottsdale, AZ
Full-time
Onsite
Mid, Senior Level
$83K/yr - $157K/yr
5+ years expMariner is a privately held national financial services firm dedicated to meeting modern wealth needs. The Manager, Tax role involves managing and mentoring a team, overseeing client relationships, and delivering strategic tax planning solutions to high-net-worth clients.
ConsultingFinancial ServicesRisk Management
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; and 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
Qualification
Required
Bachelor's degree required
5+ years' tax experience working in private or public accounting firm or financial planning firm
Preferred
CPA or EA preferred
Mastery of various tax compliance software products (CCH or GOSystem preferred)
Benefits
Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
Roles may also be eligible for 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 & President
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