Mariner Holdings · 12 hours ago

Tax Senior/Associate - Remote

United States

Full-time

Remote

Entry, Mid, Senior Level

$58K/yr - $108K/yr

1+ years exp

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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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AccountingMicrosoft OfficeTax softwareClient relationsResearch capabilitiesClear communicator