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Samantha focuses on tax services for high-net-worth individuals, their families and closely held entities. She has experience with tax compliance for partnerships, S corporations, private foundations, individuals, trusts, estates and gift tax returns. She manages the preparation and review of tax returns and aids in tax planning and projections based on clients’ needs.

Prior to joining Mariner Wealth Advisors, Samantha was a tax manager for high-net-worth client groups at national accounting firms Baker Tilly US, LP and CBIZ, Inc. She also held a senior tax role at a large family office in Southern California, where she managed the family office’s tax compliance needs and assisted with tax planning.

Samantha has a Master of Science in accounting from Baruch College and a bachelor’s degree in hotel business administration from Cornell University.