Manager, Specialty Tax

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many.

With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at  .

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Essential Duties and Responsibilities:

Lead and oversee all phases of specialty tax engagements, including cost segregation and R&D tax credit studies.

Serve as the primary client contact, managing expectations, communications, and deliverables.

Review and approve technical analyses, calculations, and reports for accuracy and quality.

Supervise, mentor, and evaluate Associates and Senior Associates; provide real‑time coaching and career development.

Develop engagement budgets, manage project profitability, and support business development initiatives.

Collaborate with internal and external CPAs, legal, and engineering professionals to resolve complex issues.

Stay current on evolving tax laws, regulations, and guidance impacting specialty tax areas.

Education and Experience:

Bachelor’s degree in accounting, finance, business, engineering, or construction management preferred; relevant experience may be considered in lieu of a degree.

• 5+ years of experience in public accounting, tax consulting, or specialty tax services.

Preferred

Education and Experience:

CPA, PE, or other relevant professional certification preferred.

• Proven experience managing client relationships and supervising project teams.

Skills:

Strong leadership and people development capabilities.

Excellent project management and organizational skills.

Strategic thinking and ability to anticipate client needs.

Expert‑level technical knowledge in one or more specialty tax areas.

• Strong business development, networking, and client service mindset.

EOE/M-F/D/V

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