Managing and mentoring a growing team of professionals, driving a high-degree of skill and expertise through client-centric service
Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
Manage consulting, 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
Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
Focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance, involving holistic analysis of income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects.
Responsibilities
Plan and execute tax engagements including tax compliance and strategic tax consulting
Review of work to ensure high quality results
Review client’s current tax processes to identify inefficiencies and provide enhancements
Develop and sustain strong relationships with clients and other professional advisors
Review complex individual income tax returns (Form 1040) for high net-worth individuals
Requirements
Bachelor’s degree in accounting or business-related field
Focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance, involving holistic analysis of income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects.
Compensation
At RSM, we offer a competitive benefits and compensation package for all our people.
Responsibilities
Plan and execute tax engagements including tax compliance and strategic tax consulting
Review of work to ensure high-quality results
Review client’s current tax processes to identify inefficiencies and provide enhancements
Develop and sustain strong relationships with clients and other professional advisors
Review complex individual income tax returns (Form 1040) for high net-worth individuals
Requirements
Bachelor’s degree in accounting or business-related field
Focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance, involving holistic analysis of income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects.
Compensation
At RSM, we offer a competitive benefits and compensation package for all our people.
Responsibilities
Plan and execute tax engagements including tax compliance and strategic tax consulting
Review of work to ensure high quality results
Review client’s current tax processes to identify inefficiencies and provide enhancements
Develop and sustain strong relationships with clients and other professional advisors
Review complex individual income tax returns (Form 1040) for high net-worth individuals
Requirements
Bachelor’s degree in accounting or business-related field
Senior Associate in the Ultra High Net Worth Multi-Generational Families team focusing on complex estate and income tax planning and compliance for high net‑worth individuals and corporate executives.
Responsibilities
Plan and execute tax engagements including compliance and strategic consulting
Review work to ensure high quality results
Identify inefficiencies in client tax processes and recommend enhancements
Develop and sustain strong client relationships
Review complex individual income tax returns (Form 1040)
Requirements
Bachelor’s or master’s degree in accounting or business-related field
Nice to have: Enrolled agent / CPA license
Nice to have: Master in US Taxation
Nice to have: experience with real estate industry tax preparation
Nice to have: experience with international tax matters
Focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance, involving holistic analysis of income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects.
Compensation
At RSM, we offer a competitive benefits and compensation package for all our people.
Responsibilities
Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
Review of work to ensure high quality results
Review client’s current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure
Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
Review complex individual income tax returns (Form 1040), preferably for high net-worth individuals and investment-focused taxpayers
Requirements
Bachelor’s degree in accounting or business-related field
Focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance, involving holistic analysis of income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects.
Responsibilities
Plan and execute tax engagements including tax compliance and strategic tax consulting
Review of work to ensure high quality results
Review client’s current tax processes to identify inefficiencies and provide enhancements
Develop and sustain strong relationships with clients and other professional advisors
Review complex individual income tax returns (Form 1040) for high net-worth individuals
Requirements
Bachelor’s or master’s degree in accounting or business-related field
Manager, TaxNewMariner · New York City, US