The Mather Group Family Office Tax Director/Wealth Advisor - San Francisco Bay Area

The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team. 

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 financial planning 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.

What we are doing differently is educating investors on what the fiduciary responsibility really means, at a time when it is more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • $6.9 Billion in assets under management
  • Eight offices in established markets: Chicago (headquarters), Atlanta, Austin, Dallas, Houston, Knoxville, Philadelphia Area, and San Francisco Bay Area
  • 120 staff members and growing
  • Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021)
  • Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021)
  • Named among Financial Times 300 Top RIAs (2016, 2017, 2018, 2019, 2020)

Data above as of September 30, 2021. Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Each organization establishes its own criteria for inclusion. Please visit our website at www.themathergroup.com for additional information regarding TMG’s awards and recognition.

about THE POSITION

The Mather Group Family Office (TMGFO) was formed to serve the investment, income and estate tax planning and preparation, financial/accounting, fiduciary/governance, multi-generational human capital, and various administrative interests of the Family Office clients and related entities.

The Family Office Tax Director/Wealth Advisor will be responsible for overseeing the tax preparation for all TMGFO clients in addition to helping advise multi-generational, UHNW families on all facets of comprehensive wealth management matters.

As a Family Office Tax Director/Wealth Advisor for TMGFO, you’ll be responsible for:

  • Overseeing and coordinating the tax preparation of all TMGFO client tax returns.  Responsibilities may include reviewing individual income tax returns, trust income tax returns, partnership returns, and gift tax returns.
  • Working with the TMGFO Team to advise 5-15 ultra-high-net-worth families, which include multiple generations, on all facets of wealth management, including estate planning, insurance planning, investment/asset allocation analysis and implementation, income tax planning and preparation of income tax projections, coordination of tax payments, concierge services, family organization, and charitable planning projects. 
  • Helping to prepare and review financial statements and other requested exhibits (net worth statements and graphs, family organization charts, asset allocations, investment performance reporting, investment implementation, estate flow charts, spending and expenditure summaries and graphs, cash flows, estate and gift tax projections, education funding, and other customized exhibits as requested).
  • Establishing and maintaining relationships with the outside advisors of each family (accountants, attorneys, etc.) and attaining quality service through collaboration.
  • Assisting in updating and maintaining clients’ financial plans.
  • Assisting in organizing income tax information for quarterly estimated payments, reviewing tax returns, preparing and reviewing annual income and gift tax memos, and collaborating with internal TMG resources as well as outside accountants.
  • Creating and updating Investment Policy Statements for various families and related entities.
  • Helping to review and prepare quarterly family meeting materials. Participating in family meetings.
  • Ensuring professional development through ongoing continuing education.

reporting

This position reports to the TMGFO Managing Director.

QUALIFICATIONS

The ideal candidate will possess the following qualifications and attributes:

  • 10+ years of professional experience experience preparing and reviewing tax returns for ultra-high-net-worth families. Must have a solid understanding of individual income tax returns, trust returns, and partnership returns.
  • 2+ years of professional experience in wealth management with strong track record of achievement (experience with ultra-high-net-worth individuals/families preferred).
  • Bachelor’s degree required, preferably with concentration in Finance, Accounting, Financial Planning, or Business
  • Certified Public Accountant (CPA) designation required.
  • CERTIFIED FINANCIAL PLANNERTM (CFP) designation preferred.
  • Graduate degree a plus.
  • If not currently held, must obtain mandatory industry licensure (Series 65) within six months of employment.
  • Ability to understand and relate to the needs of high-net-worth family members.
  • Individual should have strong communication and problem-solving skills, as well as an ability to see the big picture while maintaining a high attention to detail to effectively manage financial reporting, accounting, and tax functions.
  • Individual should be a highly ethical individual who understands the importance of confidentiality and privacy to the families that TMGFO serves.

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

Click here for more information on Awards & Recognitions.

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