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.
