About the job
Mariner Wealth Advisors is seeking a Tax Manager to join the team at its Overland Park, KS headquarters. This position works closely with clients and internal wealth management teams to design and implement tax strategies that reflect each client's specific goals and values. The Tax Manager plays a central role in delivering a coordinated financial plan and building long-term client relationships.
What you will do
- Lead and mentor a team of tax professionals, focusing on high-quality, client-centered service.
- Build and sustain client relationships by providing expertise and responding promptly to client needs.
- Oversee tax consulting projects, including charitable giving analysis, private foundation distributions, and other financial planning initiatives.
- Review tax returns and prepare quarterly and annual tax projections, estimated tax vouchers, and related documents.
- Evaluate clients' broader business needs to identify and recommend additional services offered by Mariner Wealth Advisors.
- Work with colleagues and leadership to develop and present tax planning solutions for high-net-worth individuals and closely held businesses.
- Support research into complex tax matters and regulatory changes to maintain compliance and improve planning outcomes.
- Commit to ongoing learning, team development, and mentoring junior tax associates.
Who succeeds in this role
- Attentive listeners who collaborate well with clients and colleagues.
- Team players who value both personal and professional growth.
- Tax professionals eager to contribute expertise and foster a supportive team culture.
