The Mather Group Tax Manager (Houston/Chicago)
ABOUT THE MATHER GROUP, LLC
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.
TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. That means we are obligated to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.
ABOUT TMG'S TAX TEAM
TMG’s Tax Team manages the comprehensive tax needs of TMG clients. We focus on two major areas:
- Tax consulting and compliance, which includes tax advice for clients and TMG wealth advisors as well as client tax filings for individuals, small businesses, gifts, trusts, and estates.
- Tax retirement strategy planning, which includes the assessment of income streams over a 30-year time frame as well as the coordination of retirement distributions with the goal of maximizing assets and minimizing tax exposure.
Our Tax Team aims to provide a long-term home for all team members. We want accountants to join us at any point—directly out of school or with years of experience—and grow their career here. Our goal is never to just fill a seat but to hire individuals who will help us continue to grow TMG long-term.
As of July 2022, we have about 25 people on the Tax Team, which is organized into sub-teams that are dedicated to specific groups of clients. The Tax Team headcount may increase by 50-100% over the next few years based on TMG's current client growth projections.
ABOUT THE POSITION
As a Tax Manager, you'll be responsible for:
- Providing timely, high-quality client service that meets or exceeds the expectations of clients, your Client Service Team, and the Tax Team as a whole.
- Training, overseeing, and mentoring the members of your Client Service Team.
- Reviewing and finalizing individual, gift, fiduciary, and business tax returns and work papers.
- Reviewing and finalizing annual tax projections, calculations of estimated tax payments, and the implementation of recommended tax strategies.
- Reviewing, finalizing, and presenting long-term tax projections, including identification of tax-reduction strategies for clients and prospective clients.
- Maintaining a high level of organization with client data and files, and keeping track of client financial and tax-related transactions.
- Interacting directly with clients, responding to questions/concerns and obtaining information necessary for their tax compliance and/or tax strategy work.
- Reviewing and finalizing responses to IRS and state agency audits, inquiries, and tax notices and communicating with IRS and state agencies about such audits, inquiries, and tax notices.
- Assisting with various administrative responsibilities of the Tax Team.
- Reviewing and finalizing tax research projects and developing educational materials for clients, the Tax Team, and TMG Team.
- Identifying and developing technological and process improvements.
- Keeping current on tax rules and regulations at both the federal and state levels.
- Ensuring professional development through ongoing education and maintaining accreditation.
- Serving on departmental committees, as requested.
- Reporting to the senior members of your Client Service Team.
CANDIDATE REQUIREMENTS
The ideal candidate will possess the following qualifications and attributes:
- Bachelor's degree required.
- CPA, JD, or EA required.
- 4 years of tax-preparation experience required.
- Prior experience managing a team of associates required.
- Previous experience in the financial services industry a plus.
- Strong track record of achievement and meeting/exceeding ambitious targets.
- Excellent verbal and written communication skills.
- A motivated, self-starter looking for a place to grow your career.
TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.
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