We are currently searching for qualified candidates to join our team as a tax Intern for the spring or summer of 2025 in various Mariner locations. This paid intern will assist our staff members in servicing high net worth individuals with a focus on personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and wa...
The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, being a leader among...
We are currently searching for qualified candidates to join our team as a tax Intern for the spring or summer of 2025 in various Mariner locations. This paid intern will assist our staff members in servicing high net worth individuals with a focus on personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and wa...
Responsibilities. Interact with team members, advisors, and custodians to place various types of trades, including mutual funds, ETFs, and equities. Compile various internal and external trading reports. Provide exceptional customer service, with excellent follow-through. Create monthly reports in support of compliance activities. Assist the team with due diligence as it relates to availability, liquidity, and execution. Oversee large block trade...
We are currently searching for qualified candidates to join our team as a tax Intern for the spring or summer of 2025 in various Mariner locations. This paid intern will assist our staff members in servicing high net worth individuals with a focus on personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and wa...
We are currently searching for qualified candidates to join our team as a tax Intern for the spring or summer of 2025 in various Mariner locations. This paid intern will assist our staff members in servicing high net worth individuals with a focus on personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and wa...
The Information Security Analyst will work as part of the Information Security team to develop, improve, report and maintain key information security processes, policies and procedures. In coordination with the various technical teams and business teams, this person will play a key role in helping the Firm accomplish its information security objectives. Responsibilities. Develop and maintain cybersecurity plans, strategy, and policies to support ...
We are currently searching for qualified candidates to join our team as a tax Intern for the spring or summer of 2025 in various Mariner locations. This paid intern will assist our staff members in servicing high net worth individuals with a focus on personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and wa...
We are currently searching for qualified candidates to join our team as a tax Intern for the spring or summer of 2025 in various Mariner locations. This paid intern will assist our staff members in servicing high net worth individuals with a focus on personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and wa...
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to...
As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Responsibilities. Build and maintain client relationships aimed at client retention. su...
This client-facing Administrative Assistant role is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associate’s clients connect with, the Administrative Assistant is instrumental in making sure clients have a positive experience that exceeds their expectations. The primary responsibilities of the Administrative Assistant are to greet all clients and guests ...
