Senior Tax Manager, New York, NY at Mariner | NY, US | Rezi

Senior Tax Manager, New York, NY at Mariner

Senior Tax Manager, New York, NY

Mariner · NY, US

6 days ago

Senior Tax Manager, New York, NY

Mariner · NY, US

6 days ago
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About the Role

As a senior tax manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

  • Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
  • Participate in obtaining new clients in partnership with strategic relationships and community networks
  • Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
  • Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
  • Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
  • Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements
  • Commitment to continuing education, team development, training and mentoring new tax associates

Requirements

  • 8+ years’ tax experience working in private or public accounting firm or financial planning firm

Skills

  • Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities
  • Strong research capabilities related to technical matters for complex tax needs and updates to regulations
  • Mastery of various tax compliance software products (CCH or GOSystem preferred)
  • Highly effective interpersonal, relationship management and communication skills
  • Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment
  • Demonstrated talent development experience, training new staff and mentoring interns
  • Strong attention to detail

Experience Level

  • Senior

Education Level

  • Bachelor’s degree required
  • CPA or EA required

About the Company

  • 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.

Equal Opportunity

  • EOE M/F/D/V