Administrative Assistant, Tax - Hybrid - Mariner Wealth Advisors

The tax administrative assistant position at Mariner Wealth Advisors is the ideal role for an administrative professional looking to join a national advisory firm that Barron’s has ranked as a Top Five RIA for the last five years. As a tax administrative assistant, you will work directly with the tax team to maintain an accurate client database, work with clients to collect documents, support the team and client’s administrative tasks. The successful associate will be client focused, a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last and is committed to being there for everything life brings our clients’ way, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and have a diverse culture where associates genuinely love where they work and receive the support, they need to meet their career goals.

• Preparation, collection, organization, scanning and management of client tax documents
• Maintain client files and electronic data files in a timely manner (federal and state)
• Prepare engagement letters and facilitate billing
• Present complete, timely and accurate client deliverables in an efficient manner
• Work with team to support the management of tax deliverables
• Receive, sort, and forward all incoming calls, facsimiles, USPS mail and overnight shipments to in-office recipients and remote office locations
• Create shipping labels, schedule courier services, and provide copy support as requested by various individuals of the organization
• Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.
• Compliance to the Firm’s quality control standards
• Additional projects, furthering the service of clients as needed

1+ years of related experience in a professional environment

Skills and Knowledge

• Proficiency in Microsoft Office including Word, Outlook, and Excel 
• Familiarity with tax software programs (XCM, BNA)
• Positive attitude toward client relations to provide exceptional, proactive client service
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks
• Clear communicator with strong interpersonal writing and presentation skills

We welcome your interest in being a part of the Mariner Wealth Advisors team. We offer associates an innovative and challenging place to work with camaraderie and teamwork. We have a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.  

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EOE M/F/D/V

Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

Please no third party inquiries.