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Tax Associate

Company: Mariner Wealth Advisors
Location: Manasquan
Posted on: September 20, 2022

Job Description:

The tax associate position at Mariner Wealth Advisors is the ideal role for a tax professional looking to join a national advisory firm that Barron's has ranked as a Top Five RIA for the last six years. 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. -

Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statementsMaintain 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 mannerAttend 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 regulationsCompliance to the Firm's quality control standardsAdditional projects, furthering the service of clients as needed

Bachelor's degree, Accounting1 + 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 detailHighly organized with strong analytical skills, creative problem solving and strong research capabilitiesAbility to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasksAble to manage conflicting priorities, deadline-based tasks and simultaneous projects Clear communicator with strong interpersonal writing and presentation skillsMariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients' interests first drives everything we do. - -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. -EOE M/F/D/V#LI-AN1*Barron's awarded the 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings' registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 and 2021). - Barron's publishes rankings based upon a number of criteria and the firms' filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit

Keywords: Mariner Wealth Advisors, Brick , Tax Associate, Accounting, Auditing , Manasquan, New Jersey

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