The Mather Group Tax Planning 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 with clients’ best interests in mind. We find the most cost-effective investment strategies, and clients pay only for our expert advice—no commissions, no product fees and no hidden fees.

OUR INDUSTRY'S CHALLENGE & OUR SOLUTION

Across our industry, only 3.8% of financial advisors are obligated to put their clients’ best interests first. What the average investor doesn’t realize is that most advisors hold brokerage licenses that allow them to put their firm's interests ahead of the client's. They aren’t legally obligated to act in the client’s best interest and can sell investment products for commissions.

The Mather Group is a 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, there are no conflicts about where their money is held or how it’s managed.

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

  • $4.6 Billion in assets under management
  • Five offices in established markets: Chicago, Houston, Dallas, Atlanta and San Francisco Bay Area
  • 70 staff members and growing
  • Named to Barron's Top 100 Independent Advisor List (2018)
  • Named to Barron’s Top Advisor List (2016, 2017)
  • Named to Financial Times Top Advisers List (2016, 2017)

about THE POSITION

As a Tax Planning Associate, you’ll be responsible for:

  • Assisting our Tax Planning Strategists with managing the unique tax needs of our high net
    worth clients
  • Assisting in the development of cash flow and tax strategies for high net worth clients and
    prospective clients
  • Identifying potential tax credits, deductions and liabilities
  • Preparing current year tax returns and amended prior year returns,as necessary
  • Assisting in updating and maintaining clients’ customized financial plan

 

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

  • Bachelor’s degree required 
  • CPA eligibility preferred
  • Prior tax preparation experience
  • 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                          

Get in touch with us or find one of our office locations   Contact us

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