Mariner Wealth Advisors
Senior Tax Associate, El Segundo, CA
El Segundo, CA · Senior
Sponsorship not specifiedDetected 83 days ago
AccountingExcelTaxResearchProblem SolvingOrganizational SkillsMicrosoft Office
About the role
- 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
- Maintain client paper files and electronic data files in a timely manner
- Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
- 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
- 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.
- Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
- Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
Requirements
- Bachelor's degree, Accounting
- 3+ years of related experience
Skills
- 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
- 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
- Clear communicator with strong interpersonal writing & presentation skills
Compensation
- Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
Benefits
- Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
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