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 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.
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
- $9.2 Billion in assets under management
- 15 offices in and around established markets, including Chicago, IL (headquarters); Atlanta, GA; Austin, TX; Dallas, TX; Houston, TX; Knoxville, TN; Morristown, NJ; Nashville, TN; Portland, OR; San Francisco, CA; Seattle, WA; Tampa, FL; and Washington, DC
- 155+ staff members and growing
- Named among Crain's Chicago Business Fast 50 (2021, 2022)
- Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021, 2022)
- Named among Financial Advisor 50 Fastest-Growing RIAs (2022)
- Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021, 2022)
- Named among Pensions & Investments Best Places to Work in Money Management (2021, 2022)
Data above as of March 31, 2023. 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:
- 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 December 2022, we have more than 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 Services Team, and the Tax Team as a whole
- Overseeing, mentoring, and training junior members of your Client Services Team
- Monitoring and overseeing all projects for your Client Services Team's assigned book of clients
- Reviewing and finalizing individual, gift, fiduciary, and business tax returns, including the organization and preparation of work papers
- Reviewing and finalizing annual tax projections, calculation of estimated tax payments, and the implementation of recommended tax strategies
- Reviewing, finalizing, and presenting long-term tax projections and 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
- Reviewing and finalizing responses to IRS and state agency audits, inquiries, and tax notices; communicating with IRS and state agencies in connection with such audits, inquiries, and tax notices
- Assisting with various administrative responsibilities of the Tax Team
- Assisting with tax research projects and developing educational materials for clients, the Tax Team, and the TMG Team
- Identifying and proposing 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
CANDIDATE REQUIREMENTS
The ideal candidate will possess the following qualifications and attributes:
- Bachelor’s degree required
- CPA, JD, or EA required
- 10+ 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.
