Tax Manager: Lead Client Wealth & Compliance

The Mather Group, LLC; United States; On-site; USD 110,000 - 170,000; Full time

Job summary

The Mather Group, LLC is seeking a detail-oriented Tax Manager to join our growing team. This role blends technical tax compliance and strategic planning, including reviewing and finalizing individual, fiduciary, gift, and business returns, and guiding long-term tax strategies that support client wealth and estate planning.

The ideal candidate will proactively communicate, build trusted client relationships, mentor and oversee team members, and champion process improvements that boost efficiency

Qualifications

• CPA, JD, or EA required.
• Prior experience managing a team of associates.
• Experience in the financial services industry is a plus.
• Strong track record of achievement and meeting/exceeding targets.
• Excellent verbal and written communication skills.
• A motivated, self-starter looking for a place to grow your career.

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.

Skills

Team leadership

Client communication

Financial services knowledge

Goal-oriented

Education

CPA, JD, or EA required

Job description

The Mather Group, LLC is seeking a detail-oriented Tax Manager to join our growing team. This role blends technical tax compliance and strategic planning, including reviewing and finalizing individual, fiduciary, gift, and business returns, and guiding long-term tax strategies that support client wealth and estate planning.

The ideal candidate will proactively communicate, build trusted client relationships, mentor and oversee team members, and champion process improvements that boost efficiency