Recruiting qualified tax professionals and CPA firms to drive expansion

Overland Park, Kan. – January 28, 2019 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked by Barron’s as a top three RIA Firm in 2018, 2017 and 2016,¹  today announced the launch of its national tax practice. In an effort to promote awareness of its expanded tax solutions, the firm is actively hiring qualified professionals to focus on promoting client engagements. The firm is also looking to acquire CPA firms that share a common mission of delivering for clients. 

Driven by client need, Mariner Wealth Advisors’ expanded tax solutions are designed to work in collaboration with a client’s overall wealth plan. The firm provides full-service tax strategy and preparation services to clients throughout the country. The firm’s approach is to identify and analyze a client’s tax-savings opportunities by assisting with tax resolutions and the development of tax savings strategies tailored to the specific goals of each client.

The firm is seeking tax consultants in multiple locations, including Cincinnati, Denver and San Diego. The responsibilities of these tax consultants will be to build and oversee client relationships related to tax service, planning, projects and compliance. They will work with high-net-worth individuals with a focus on personal, fiduciary, S-Corporation, partnership, private foundation and gift tax returns. Serving in a business development role, they will drive engagements to Mariner Wealth Advisors through the sales process as they review tax returns, income tax projections, estimated tax vouchers, and related work papers and financial statements.

According to Rich Rosenberg, director of tax and insurance at Mariner Wealth Advisors, “We’re excited about the opportunity to expand our tax solutions to additional clients across the country. The need to do so has been mainly driven by our clients’ growing need to ensure tax efficiency and the development of an overall tax strategy that is designed to enhance the client’s long-term wealth outcomes. I look forward to hiring talented associates to help drive our expansion and deliver for clients.”

Ideal candidates have a bachelor’s degree in accounting or a related field of study and eight to 12 years of related experience. CPAs are preferred. Additional information about the position is available here.

¹ Barron’s awarded the 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018) and 50 (2019).  Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.