---
title: 'Tax Manager at Mariner'
canonical: 'https://feeny.ai/job/tax-manager-mariner-cincinnati-yx6emjzkfbx9'
type: 'job'
last_seen: '2026-09-10'
---

# Tax Manager at Mariner

- **Company:** Mariner
- **Location:** Cincinnati, OH
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-25
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/ffe96764-941d-437f-8c64-0ab60fd72bf2

## Job description

Tax Manager

At Mariner, we are seeking an experienced and motivated Tax Manager to join our team. As a Tax Manager, you will collaborate directly with clients and wealth management teams to develop and implement comprehensive tax strategies tailored to each client's individual goals and values. We are looking for a tax enthusiast who is a thoughtful listener, demonstrates a strong team mentality, and is passionate about both professional and personal growth.

Responsibilities:

- Manage and mentor a growing team of professionals, fostering skill development and expertise through a client-focused approach
- Build and maintain strong client relationships, ensuring client satisfaction, retention, and confidence through demonstrated expertise and proactive communication
- Oversee consulting and tax projects, including charitable giving calculations, private foundation minimum payouts, and other tax and financial planning initiatives
- Review tax returns, quarterly and annual tax projections, estimated tax vouchers, extension forms, supporting work papers, and financial statements
- Understand clients’ broader financial needs and identify value-added services that Mariner Wealth Advisors can offer
- Collaborate with peers and leadership to develop and present strategic tax planning solutions for high-net-worth individuals and closely held businesses
- Guide and support in-depth research on complex tax issues and regulatory updates
- Commit to continuous professional development, team training, and mentoring of new tax associates

Qualifications:

- Bachelor’s degree required
- Minimum of 5 years of tax experience in a public or private accounting firm or financial planning firm
- CPA or EA designation preferred

Skills and Knowledge:

- Strong track record providing tax consulting to high-net-worth clients, partnerships, trusts, and closely held entities
- Advanced research capabilities related to complex tax matters and changing regulations
- Proficiency with tax compliance software (CCH or GOSystem preferred)
- Exceptional interpersonal, relationship management, and communication skills
- Excellent organizational and time management abilities, with a capacity to handle multiple priorities in a fast-paced environment
- Experience in talent development, including training and mentoring staff and interns
- High attention to detail

Why Mariner?

We are committed to providing associates with growth opportunities, professional development, and meaningful ways to give back to our community. At Mariner, you will be part of a diverse and supportive culture that encourages career progression, teamwork, camaraderie, and a healthy work-life balance.

We welcome your interest in joining our firm and look forward to building the future together.

## #LI-JS1

## EOE/M-F/D/V

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](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/).

## EOE M/F/D/V

## About Mariner

## Company Overview
- **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
- **Entity Type**: Private (privately held)
- **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources)
- **Founded**: 2006
- **Founders**: Marty Bicknell

## Core Business
- **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
- **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
- **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

## Products & Services
- **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
- **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
- **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
- **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation)
- **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006.
- **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
- **Growth Signals**: 
  - Sustained ranking as a top‑tier RIA.
  - Active acquisition strategy (multiple firms joining the Mariner family).
  - Continued investment in people, technology, and capabilities.
  - Donated through the Mariner Foundation in 2025.

## Competitive Advantages
- **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
- **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
- **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
- **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

## Strategic Focus
- **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
- **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development.
- **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
- **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs.

## Why Work Here
- **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.

## Sources
1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/)
2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/)
3. [joinmariner.com](https://joinmariner.com/)
4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/)
5. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

## Other roles at Mariner

- [Analyst, Options](https://feeny.ai/job/analyst-options-mariner-united-states-dc1wfhq33zvq) — United States
- [Senior Associate, Corporate Development & Strategy](https://feeny.ai/job/senior-associate-corporate-development-strategy-mariner-united-states-s758w4r82vyn) — United States
- [Senior Manager, Growth & Enablement](https://feeny.ai/job/senior-manager-growth-enablement-mariner-united-states-p87wx4rb2zsj) — United States
- [Intern, Financial Planning - Bloomington, MN](https://feeny.ai/job/intern-financial-planning-bloomington-mn-mariner-bloomington-pwkc9z3qprfa) — Bloomington, MN
- [Intern, Financial Planning- Coral Gables, FL](https://feeny.ai/job/intern-financial-planning-coral-gables-fl-mariner-coral-gables-g62q8vghtdmb) — Coral Gables, FL
- [Intern, Financial Planning- Sarasota, FL](https://feeny.ai/job/intern-financial-planning-sarasota-fl-mariner-sarasota-c0dk2papbjpa) — Sarasota, FL
- [Intern, Financial Planning- Destin, FL](https://feeny.ai/job/intern-financial-planning-destin-fl-mariner-destin-gmz15andxtwe) — Destin, FL
- [Intern, Financial Planning- Tulsa, OK](https://feeny.ai/job/intern-financial-planning-tulsa-ok-mariner-tulsa-jd9ceyypxrv9) — Tulsa, OK
- [Intern, Financial Planning](https://feeny.ai/job/intern-financial-planning-mariner-florham-park-63vp3gerr9m8) — Florham Park, NJ
- [Intern, Financial Planning - Columbus, OH](https://feeny.ai/job/intern-financial-planning-columbus-oh-mariner-columbus-vfmxeg6fc1x2) — Columbus, OH