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Tax Associate

mariner-careers

Chicago, IL - Tax Full-time$46k–$88k / year Posted 11d ago
Market rate. This role pays around the $94k median for similar USD roles (63 comparable postings in our corpus).
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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.   Responsibilities * Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements * 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 * Present complete, timely and accurate client deliverables in an efficient manner * Attend 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 regulations * Compliance to the Firm’s quality control standards * Additional projects, furthering the service of clients as needed Qualifications * Bachelor’s degree, Accounting * 1 + 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 detail * 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 * Able to manage conflicting priorities, deadline-based tasks and simultaneous projects * Clear communicator with strong interpersonal writing and presentation skills Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. #LI-SU1 #LI-Hybrid 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. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. EOE M/F/D/V

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