The Mather Group, LLC · 1 week ago
Tax Manager
United States
Full-time
Remote
Mid, Senior Level
$125K/yr - $140K/yrThe Mather Group (TMG) is seeking a detail-oriented Tax Manager to join their growing team. The ideal candidate will be responsible for reviewing and finalizing complex tax returns while guiding long-term tax strategies that support client wealth and estate planning.
Financial Services
Hiring Manager
Rob Almeida
Responsibilities
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
Review, finalize, and present long-term tax and cash flow projections, including identification of tax-reduction strategies for clients and prospective clients
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
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
Qualification
Required
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
Company
The Mather Group, LLC
You don’t get one advisor, you get The Mather Group.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Vistria Group
2022-04-06Private Equity
Leadership Team
Jennifer des Groseilliers
Chief Executive Officer
John Laurito
Chief Growth Officer
Recent News
Private Banker International
2026-01-13
2026-01-12
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