What are the responsibilities and job description for the Associate, Tax Operations position at Mariner Wealth Advisors?
Job Summary: The Associate, Tax Operations provides critical administrative and operational support to the tax team. This role ensures smooth processing and tracking of tax deliverables within the full engagement cycle, invoicing, and electronic filing, with a strong focus on coordination, accuracy, and client service.
Essential Duties and Responsibilities:
- Gather tax documents, assemble deliverables, and maintain portals and electronic filing records.
- Communicate with clients and assist with deliverables.
- Process e-filings, manage rejections, and maintain audit documentation.
- Coordinate estimated tax payments, confirm completion, and maintain payment records as assigned.
- Draft invoices, track accounts receivable, and manage data in XCM.
- Track return flow, support backlog monitoring, and manage task status in XCM and CCH Axcess. Complete administrative tasks including client database management, file management, document management, and internal meeting coordination. Tasks include engagement letters, tax organizers, tax mailings, and similar.
Required Education and Experience:
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Familiarity with basic document handling, workflow coordination, or client service. High school diploma or equivalent.
Preferred Education and Experience:
- 1 years of experience in administrative, tax, or financial operations.
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- Experience with tax workflow systems (XCM, CCH Axcess, Box, ShareFile). Experience supporting tax professionals or working in a financial services environment.
Skills:
- Meticulous attention to detail and data accuracy; owns quality of work.
- Manages time and deadlines independently; requires minimal oversight.
- Clear, professional communicator—written and verbal; proactively seeks and shares information.
- Customer-focused, maintains confidentiality, and follows through reliably.
- Works collaboratively with others while maintaining accountability for individual responsibilities and results.
- Learns new technology quickly and adapts to changing systems and workflows.
