Mariner Wealth Advisors

Spring 2024 Tax Internship - Tulsa

Job Locations US-OK-Tulsa
Posted Date 3 months ago(2/27/2023 2:46 PM)
FLSA Status


Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.


We are currently seeking candidates for our 2024 Spring Tax Internship in our Tulsa, OK location. This paid intern will assist our staff members in servicing high net worth individuals with a focus on personal, Fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. 


  • Service clients as it relates to planning, projects and compliance requirements
  • Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
  • Respond to inquiries from the IRS and other taxing authorities
  • Research supervised technical matters for complex tax needs and updates to regulations
  • Present complete, timely and accurate client deliverables in an efficient manner
  • Maintain an understanding of relevant computer software applications
  • Attend and participate in tax training opportunities to further knowledge and development
  • Compliance to the Firm’s quality control standards
  • Additional projects, furthering the service of clients as needed


  • Pursuing a bachelor’s degree in a tax-related field
  • Strong organizational and time management skills
  • Demonstrate analytical and problem-solving skills with attention to details
  • Effective in communicating to a variety of audiences both written and oral
  • Comfortable working with Microsoft Word and Excel
  • Demonstrated leadership experience through involvement in campus activities




Top RIA Firms: Barron’s awarded 2022, 2021, and 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 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2022). The published rankings are based on firm surveys, and the firm’s filings with the regulatory databases were used to cross-check the data provided. The formula Barron’suses to rank advisors is proprietary. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit


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