The Mather Group Senior Tax Associate - Houston

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 registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). This means we have a fiduciary duty to always act in our clients' best interests. 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.

We educate investors on what the fiduciary responsibility really means, at a time when it is more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • $8.3 billion in assets under management
  • 11 offices in established markets: Chicago (headquarters), Atlanta, Austin, Dallas, Houston, Knoxville, Nashville Area, San Francisco Bay Area, Seattle Area, Spring TX, and Washington DC Area
  • 135+ staff members and growing
  • Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021)
  • Named among Pensions & Investments Best Places to Work in Money Management (2021)

Data above as of March 31, 2022. Rankings are based on voluntary, non-fee-paying surveys. 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 TMG'S TAX TEAM

TMG’s Tax Team manages the comprehensive tax needs of TMG clients. We focus on two major areas:

  1. 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.
  2. 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 May 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 Senior Tax Associate, 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
  • Mentoring and training Tax Associate(s) on your Client Service Team
  • Preparing and reviewing individual, gift, fiduciary, and business tax returns, including the organization and preparation of work papers
  • Preparing and reviewing annual tax projections, calculations of estimated tax payments, and the implementation of recommended tax strategies
  • Preparing and reviewing 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
  • Interacting directly with clients, responding to questions/concerns and obtaining information necessary for their tax compliance and/or tax strategy work
  • Preparing and reviewing responses to IRS and state agency audits, inquiries, and tax notices
  • Executing various administrative responsibilities of the Tax Team
  • Assisting and drafting tax research projects and developing educational materials for clients, the Tax Team, and TMG Team
  • Identifying and assisting with the development of 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 obtaining or maintaining accreditation
  • Assisting with departmental projects, as requested
  • 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 eligibility preferred
  • 2 years of tax-preparation experience 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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The Mather Group

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