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Tax Associate - Join Our Dynamic Team in Oklahoma City

Mariner Wealth AdvisorsOklahoma City, OK
On-site Full-time

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Experience Level

Experience

Qualifications

QualificationsBachelor’s degree in Accounting or a related field. A minimum of 1 year of relevant experience in tax preparation or accounting.

About the job

Mariner Wealth Advisors seeks a Tax Associate to join the Oklahoma City office. This position plays a key role in preparing a range of tax returns, including personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax filings. The role calls for someone who values collaboration, listens well, and is committed to growing both personally and professionally.

What you will do

  • Prepare various tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, and related work papers and financial statements.
  • Maintain and organize client paper files and electronic records. Compile quarterly asset values for billing, including journals, transfers, invoicing, annuity fees, commission fees, and consulting fees.
  • Produce comprehensive, accurate, and timely client reports.
  • Participate in associate meetings and make use of internal resources for compliance and practice management to support ongoing learning.
  • Respond to IRS and other tax authority inquiries, research complex tax matters, and monitor regulatory changes.
  • Follow the firm’s quality control standards to ensure compliance.
  • Contribute to additional projects that support and enhance client service as needed.

Who succeeds in this role

  • Strong attention to detail and organizational skills.
  • Ability to work collaboratively and communicate effectively with team members.
  • Interest in ongoing professional development and learning.

About Mariner Wealth Advisors

At Mariner Wealth Advisors, we are dedicated to providing our clients with exceptional financial services. Our team of experts is committed to delivering personalized solutions that meet the unique needs of our clientele. Join us to be part of a dynamic team that values growth, innovation, and client satisfaction.

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