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Mariner

Tax Manager

Mariner

. Work directly with clients and wealth management teams to review and implement tax strategies aligned with client goals and values .

Posted 11/11/2026full-timeRemote • United StatesMid-LevelSenior💰 $79,200 - $146,300 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax strategy implementation and client relationship management, with a strong focus on high-net-worth clients and complex tax matters. Proven ability to mentor and develop a team while delivering effective tax consulting and compliance solutions.

Highest-signal resume keywords
Tax Strategy ImplementationClient Relationship ManagementTax Compliance Software MasteryTeam Development and MentoringComplex Tax Research

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax ComplianceTax ConsultingCharitable Giving CalculationsFinancial PlanningTax Return ReviewIncome Tax ProjectionsEstimated Tax VouchersExtension FormsFinancial Statement AnalysisRegulatory Updates
Soft Skills
Interpersonal SkillsRelationship ManagementCommunication SkillsOrganizational SkillsTime Management
Tools & Technologies
CCHGOSystem
Certifications & Qualifications
CPAEA
Industry Keywords
High-Net-Worth ClientsPrivate FoundationClosely Held EntitiesPartnershipsTrusts

About the role

Key responsibilities & impact
  • Work directly with clients and wealth management teams to review and implement tax strategies aligned with client goals and values
  • Manage and mentor a growing team of professionals
  • Manage client relationships and retention, meet deadlines, and address client questions and needs
  • Manage consulting tax projects, including charitable giving calculations, private foundation minimum payouts, and tax and financial planning projects
  • Review tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms, related work papers, and financial statements
  • Understand clients’ overall business needs and identify value-added services Mariner Wealth Advisors can provide
  • Create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
  • Support research of technical matters involving complex tax needs and regulatory updates
  • Continue education, team development, training, and mentoring of new tax associates

Requirements

What you’ll need
  • Bachelor’s degree required
  • 5+ years’ tax experience working in a private or public accounting firm or financial planning firm
  • CPA or EA required
  • Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts, and closely held entities
  • Strong research capabilities related to complex tax matters and regulatory updates
  • Mastery of tax compliance software products; CCH or GOSystem preferred
  • Highly effective interpersonal, relationship management, and communication skills
  • Excellent organizational and time management skills
  • Demonstrated talent development experience, including training new staff and mentoring interns
  • Strong attention to detail
  • Legally authorized to work in the United States

Benefits

Comp & perks
  • Progressive opportunities
  • Professional growth support
  • Community involvement opportunities
  • Innovative workplace
  • Work-life balance
  • Potential eligibility for incentive program awards
  • Additional compensation and/or benefits may be available