Senior Tax Strategy & Compliance Lead

The Mather Group, LLC; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

The Mather Group, LLC is seeking a Tax Senior Associate who brings advanced tax compliance and planning expertise to a client-focused practice. You will work with high-net-worth individuals and businesses, delivering tax strategies that support wealth and estate planning.

You will mentor Tax Associates, manage client communications, and help shape practice developments while staying current on tax laws and technology trends.

Qualifications

• EA or CPA eligibility preferred.
• 3 years in a Tax Associate level role or equivalent.
• Experience preparing individual, fiduciary, gift, and/or business tax returns.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Demonstrated ability to work independently while collaborating with Tax and client service teams.
• Proactive, accountable, and motivated self-starter with a commitment to continuous learning and process improvement.

Responsibilities

• Review individual, gift, fiduciary, and business compliances with quality and timeliness.
• Prepare, review and grow tax projections to support tax strategies.
• Respond to IRS and state tax notices and audits.
• Identify tax issues and determine resolutions.
• Prepare retirement planning projections for tax reduction and estate growth.
• Participate in presenting tax strategies to clients.
• Train and mentor Tax Associates; participate in departmental projects.
• Plan and sequence workload and manage capacity across time periods.

Skills

Tax compliance

Tax planning

Client communication

Mentoring

Project management

Education

CPA eligibility

Job description

The Mather Group, LLC is seeking a Tax Senior Associate who brings advanced tax compliance and planning expertise to a client-focused practice. You will work with high-net-worth individuals and businesses, delivering tax strategies that support wealth and estate planning.

You will mentor Tax Associates, manage client communications, and help shape practice developments while staying current on tax laws and technology trends.