Associate, Tax Operations

We are hiring an Associate, Tax Operations to support the tax department in our NYC office.  This position is open to candidates interested in a full-time role.  This is a great opportunity to help support our rapidly growing firm.

Responsibilities

• Assist with monthly invoicing and billing for tax managers and family office team

• Answer incoming calls and assume other receptionist duties when needed

• Assist with scanning, filing, and creation and maintenance of client folders

• Generate memos, emails, letters and reports when appropriate

• Assist with e-filing and maintaining e-file records and e-file log

• Filing final signed tax return and family office information, notice responses, and other signed documents in client files

• Assisting with engagement letter preparation, filing and data base

• Process tax returns for clients

• Assist with tracking of corporate card expenses and expense reports

• Prepare tax return due date lists on weekly basis

• Assist with some basic bookkeeping for our family office team as needed which includes bank reconciliations, Quickbooks reports, etc.  

• Handle miscellaneous requests as needed

Qualifications
 

• One or more years of bookkeeping experience 

• 1+ year of tax administrative experience preferred

• Proficient in Microsoft Excel and Microsoft Word

• Familiarity with bookkeeping software such as Quickbooks

Skills and Knowledge
 

• Strong communication and interpersonal skills, both written and verbal

• Results and action-oriented in a fast-paced, ever changing environment

• Ability to work confidently within varying degrees of ambiguity, manage conflicting priorities, deadline-based tasks and simultaneous projects

• Strong judgment and confidence in decision making when appropriate

• Attention to detail and accuracy in all work

• Strong organizational skills with the ability to prioritize multiple and conflicting tasks

• Excellent verbal and written communication skills

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

EOE/M/F/D/V

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