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Mariner Holdings launches tax advisory business


Mariner Holdings has launched Mariner Consulting, a tax advisory affiliate that provides compliance services, tax consulting and year-round tax planning for a wide range of clients.

Mariner Consulting focuses on identifying and analysing a client’s tax-saving opportunities and also assists with tax resolutions and with developing tax-saving strategies for clients.
Led by managing partners Robert (Bob) Soza and Stephen Creed, the Mariner Consulting team is comprised of tax professionals with decades of experience meeting the unique needs of high-net-worth families, senior executives, entrepreneurs, and privately held companies. The team is well versed in the complexities surrounding tax planning for various types of clients. With offices in Leawood, Kansas, and Tulsa, Oklahoma, Mariner Consulting plans to expand to other markets where Mariner Holdings has a presence.
To support this expansion and the firm’s rapid growth, Mariner Consulting is actively seeking to hire nearly a dozen additional tax professionals. Current opportunities include positions as managers and senior managers, as well as tax seniors and tax staff in both the Tulsa, Oklahoma, and Leawood, Kansas, offices.
Martin C Bicknell, chief executive officer of Mariner Holdings, says: “The launch of Mariner Consulting is in direct response to feedback we’ve received from our clients that they require additional assistance with tax planning and advice related to tax strategies. We could not be more thrilled to welcome to our firm Bob, Stephen and the rest of the Mariner Consulting team. These are established industry professionals who will provide our clients with personalized services designed specifically to meet their needs. In addition, we look forward to bringing additional professionals on board and supporting them with leading benefits and resources to ensure they are in a position to provide exceptional services to our clients.”
“I am thrilled to be a part of launching Mariner Consulting with Mariner Holdings,” says Soza. “Mariner has an excellent track record of delivering unique solutions to meet clients’ specific needs and that is what we strive to do from a tax standpoint. It is an exciting time for our associates and our clients, as we actively enhance both our services and our team. I look forward to what the future holds.”

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