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Tax Associate - Chicago, United States - The Mather Group
Description
The Mather GroupTax Associate ( Chicago / Houston )
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.
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.
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 July 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 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
Preparing individual, gift, fiduciary, and business tax returns, including the organization and preparation of work papers
Preparing annual tax projections, calculating estimated tax payments, and implementing recommended tax strategies
Preparing 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 responses to IRS and state agency audits, inquiries, and tax notices
Executing various administrative responsibilities of the Tax Team
Assisting with tax research projects and the development of educational materials for clients, the Tax Team, and TMG Team
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:
CPA eligibility preferred
Prior tax preparation experience preferred
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.
Get in touch with us or find one of our office locations
Contact us
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