Remote Tax Manager & Strategy Lead

The Mather Group, LLC

United States

On-site

USD 110,000 - 170,000

Full time

6 days ago

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Job summary

The Mather Group, LLC is seeking a detail-oriented Tax Manager to lead our growing team in delivering high-quality tax compliance and strategic planning for individuals, fiduciaries, gifts, and businesses.

The ideal candidate will review and finalize tax returns, guide long-term tax strategies, and mentor the Tax Team to drive process improvements and efficiency. Strong client-relations skills and ongoing professional development are essential in this role.

Qualifications

CPA, JD, or EA credential is required.
Experience managing a team of associates.
Experience in the financial services industry a plus.
Strong communication skills.
Ability to mentor and develop staff.

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.
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.