Mariner

Senior Tax Associate, Novi, MI at Mariner (Novi, MI)

Mariner· Novi, MI· $59k–$108k·

Role details

Salary
$59k–$108k
Work type
Onsite
Employment
Full-Time
Skills
Microsoft OfficeTax software programsTax return preparationFinancial statement analysis
Benefits

Bonus · Professional Growth Opportunities · Work-Life Balance

Summary

The Senior Tax Associate works with tax and wealth management teams to deliver personal, fiduciary, and business tax returns. Responsibilities include preparing tax filings, maintaining client relationships, reviewing financial statements for accuracy, and responding to IRS inquiries.

Job description

As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

  • Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
  • 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
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
  • Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
  • Present complete, timely and accurate client deliverables
  • Compliance to the Firm’s quality control standards
  • Additional projects, furthering the service of clients, as needed

Qualifications

  • Bachelor’s degree, Accounting
  • 3+ 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 & presentation skills

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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.

Why work at Mariner

  • Culture highlights: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
  • Remote/hybrid/office policy: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
  • Notable perks and benefits:
    • Comprehensive healthcare (medical, vision, dental)
    • Paid time off, 11 paid holidays, parental leave
    • 401(k) with company match
    • Wellness program, HSA & FSA, life & AD&D insurance
    • Telehealth, associate assistance fund, health & wellness awards
    • Education reimbursement, wealth advisory services
    • Client and associate referral bonuses, peer recognition program
    • Paid volunteer hours, identity theft protection
    • Discounts at local and national stores
  • Engineering/IT culture: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

Application questions