
Senior Tax Manager, New York, NY at Mariner (New York, NY)
Mariner· New York, NY·
Role details
Job description
As a senior tax manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior tax manager will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities
- Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
- Participate in obtaining new clients in partnership with strategic relationships and community networks
- Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
- Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
- Manage consulting and 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
- Commitment to continuing education, team development, training and mentoring new tax associates
Qualifications
- Bachelor’s degree required
- 8+ years’ tax experience working in private or public accounting firm or financial planning firm
- CPA or EA required
Skills and Knowledge
- Experience providing client-centric tax consulting to high-net-worth clients, partnerships, trusts and closely held entities
- Strong research capabilities related to technical matters for complex tax needs and updates to regulations
- Mastery of various tax compliance software products (CCH or GOSystem preferred)
- Highly effective interpersonal, relationship management and communication skills
- Excellent organizational and time management skills in a high energy culture to manage multiple priorities in a time-sensitive environment
- Demonstrated talent development experience, training new staff and mentoring interns
- Strong attention to detail
#LI-ML1
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.