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 their clients' best interests in mind.
TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). That means they have a fiduciary duty to always act in their clients' best interest. When clients choose TMG, the firm works to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. TMG's financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—they do not incentivize themselves at their clients' expense. They aim to minimize cost wherever possible and to provide complete transparency about their fees, which are outlined in the firm's public disclosure documents.
TMG educates investors on what the fiduciary responsibility really means, at a time when it is more important than ever.
ABOUT THE 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.
ABOUT THE POSITION
The Tax Operations Specialist will report directly to the Senior Director, Tax and assist with executing a wide variety of initiatives to support the team's services to our clients. This role puts our Operational Associates in direct contact with our clients while also making them an integral part of the day to day business of the team.
You will be responsible for:
- Providing timely, high quality client service that meets or exceeds the expectations of clients and the Tax Team as a whole
- Assisting with the distribution of tax team deliverables to clients and the filing of client tax obligations
- Creation and maintenance of tax accounts with the TMG CRM
- Managing tax team communication to our clients throughout the year
- Assist with various administrative responsibilities of the Tax Team, and identify and propose technological and process improvements
- Maintenance of invoices and accounts payable reporting
- Assist with tax projects and development of new service offerings for clients, the Tax Team and other departments of TMG
- Ensure professional development through ongoing education
CANDIDATE REQUIREMENTS
- Bachelor's degree required
- 2 – 4 years of administrative experience required
- Previous experience in public accounting or the financial services industry a plus
- High attention to detail
- Strong track record of achievement and meeting/exceeding ambitious targets and deadlines
- 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.
