The Mather Group Sr. Tax Associate

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

The Mather Group is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services our clients’ best interests in mind. We find the most cost-effective investment strategies, and clients pay only for our expert financial advice.

OUR INDUSTRY'S CHALLENGE & OUR SOLUTION

The Mather Group is a federally registered investment advisor with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients chose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held.  Our main concern is working to ensure the best interest of our clients is always met, and creating longevity in our relationships.  Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions.  Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees, which means we do not incentive ourselves at our client’s expense.

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

WE'VE MADE COMPELLING PROGRESS

  • Approx $4 Billion in assets under management*
  • Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and San Francisco Bay Area
  • 75 staff members and growing
  • Named #43 on RIA Channel’s Top 100 Wealth Managers (2020)
  • Named to Barron's Top 100 Independent Advisor List (2018,2019)
  • Named to Financial Times Top Advisers List (2016, 2017,2018,2019)
  •  *As of July 31, 2020

about THE POSITION

Responsibilities include, but are not limited to, the following: 

  • 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
  • Assisting with the mentoring and training of the Tax Associate(s) in your Client Service Team
  • Assisting with the preparation of individual, gift, fiduciary, corporate tax returns, including the organization and preparation of work papers.
  • Assisting with preparation of annual tax projections, calculation of estimated tax payments and the implementation of recommended tax-strategies
  • Assisting with the preparation of long-term tax projections and identification of tax reduction strategies for clients and prospective clients
  • Maintaining accurate and up-to-date records of client financial and tax related transactions
  • Interacting directly with clients to obtain information necessary for their compliance and or tax strategy work and to respond to questions and concerns
  • Drafting responses to IRS and state agency audits, inquiries and tax notices
  • Assisting with various administrative responsibilities of the Tax Team
  • Assisting with tax research projects and development of educational materials for clients, the Tax Team and other departments of The Mather Group
  • Identifying and propose technological and process improvements
  • Keeping up to date on tax rules and regulations at both the state and federal levels
  • Ensuring professional development through ongoing education and obtaining additional certifications as appropriate
  • Assisting with department projects, as requested
  • Serving on department 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 prior 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

The Mather Group is an equal opportunity employer and welcomes candidates from diverse backgrounds.

The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

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