THE MATHER GROUP

The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.

As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind.

You don’t get one advisor – you get The Mather Group.

TAX MANAGER

The Mather Group (TMG) is seeking a detail-oriented Tax Manager to join our growing team. We are looking for a professional who combines strong technical expertise in tax compliance and strategic planning with proven leadership skills. The ideal candidate will be adept at reviewing and finalizing complex individual, fiduciary, gift, and business tax returns, while also guiding long-term tax strategies that support client wealth and estate planning.

This role requires a proactive communicator who can build trusted client relationships, mentor and oversee team members, and champion process improvements that enhance efficiency and service delivery. TMG values individuals who stay current on evolving tax regulations, demonstrate exceptional organization and critical thinking, and are committed to continuous professional development.
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SPECIFIC ROLE RESPONSIBILITIES

Comprehensive Tax Compliance and Consulting

• Review, finalize, and sign individual, gift, and fiduciary tax returns and work papers.
• Review and finalize annual tax projections, calculations of estimated tax payments, and the implementation of recommended tax strategies.
• Review and finalize responses to IRS and state agency audits, inquiries, and tax notices; communicate directly with IRS and state agencies as needed.
• Keep current on federal and state tax rules and regulations.
• Ensure adherence to Tax Team processes and procedures that maintain quality control of client deliverables.
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RETIREMENT STRATEGY PLANNING

• Review, finalize, and present long-term tax and cash flow projections, including identification of tax-reduction strategies for clients and prospective clients.
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CLIENT RELATIONSHIP MANAGEMENT

• Provide timely, high-quality client service that consistently meets or exceeds expectations of clients, your Client Service Team, and the Tax Team.
• Interact directly with clients to address questions, resolve concerns, and obtain necessary information for tax compliance and strategic planning.
• Review and finalize tax research projects and develop educational materials for clients, the Tax Team, and broader TMG audiences.
• Report updates, concerns, and client developments to senior members of your Client Service Team.
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PRACTICE DEVELOPEMENT

• Train, oversee, and mentor members of your Client Service Team.
• Maintain a high level of organization with client data and files, tracking financial and tax-related transactions.
• Identify and develop technological and process improvements to enhance efficiency and service delivery.
• Assist with various administrative responsibilities that support Tax Team operations.
• Participate in departmental projects and serve on committees, as requested.
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DESIRED EXPERIENCE

• Bachelor’s degree
• CPA, JD, or EA required
• Prior experience managing a team of associates
• 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
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ROLE INFORMATION

• Location: Houston, TX
• Role Information: Full-Time (Hybrid)
• Reports to: Michael Kovalsky, Tax Director, Senior
• Salary Range: $120,000 - $150,000*, plus 8% annual individual bonus opportunity; and opportunity to participate in TMG’s Management Incentive Program (MIP)

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TMG's an equal opportunity employer and welcomes candidates from diverse backgrounds