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Hybrid Associate, Tax bei MARINER BU

MARINER BU · Overland Park, Vereinigte Staaten Von Amerika · Hybrid

Jetzt bewerben

As a tax associate, you will work directly with the tax team to create personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities 

  • 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 
  • Present complete, timely and accurate client deliverables in an efficient manner
  • Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.
  • Respond to inquiries from the IRS and other taxing authorities, research technical matters for complex tax needs and updates to regulations
  • Compliance to the Firm’s quality control standards
  • Additional projects, furthering the service of clients as needed

Qualifications

  • Bachelor’s degree, Accounting
  • 1 + years of related experience

Skills and Knowledge

  • 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 and presentation skills

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. 

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EOE/M-F/D/V

About Company

At Mariner, the people behind the people make all the difference. Thatʼs why our advisors have access to an in-house team of support for taxes, insurance, estate planning and more. You’ll work together to solve clientsʼ complex wealth management challenges and everyday needs.

Company

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com.
Jetzt bewerben

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