What are the responsibilities and job description for the Senior Associate, Tax position at Mariner Holdings?
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; 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
Qualifications
- Bachelor’s degree, Accounting
- 3 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 & 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.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $58,500.00/year to $108,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. 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.
EOE M/F/D/V
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
Qualifications
- Bachelor’s degree, Accounting
- 3 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 & 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.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $58,500.00/year to $108,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. 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.
EOE M/F/D/V
Salary : $58,500 - $108,000
