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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 our clients’ best interests in mind.
TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. That means we are obligated to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.
What we are doing differently is educating investors on what the fiduciary responsibility really means, at a time when it is more important than ever.
TMG’s Tax Team manages the comprehensive tax needs of TMG clients. We focus on two major areas:
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.
As of July 2022, we have about 25 people on the Tax Team, which is organized into sub-teams that are dedicated to specific groups of clients. The Tax Team headcount may increase by 50-100% over the next few years based on TMG’s current client growth projections.
As a Tax Associate, you’ll be responsible for:
The ideal candidate will possess the following qualifications and attributes:
TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Full Time
Insurance
$73k-91k (estimate)
05/18/2024
07/15/2024
mather-co.com
WILLIAM PENN ANNEX EAST, PA
25 - 50
1873
CHARLES E MATHER III
<$5M
Insurance
The job skills required for Tax Associate ( Houston ) include Tax Return, Tax Preparation, CPA, Planning, Client Service, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate ( Houston ). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate ( Houston ). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Associate ( Houston ) positions, which can be used as a reference in future career path planning. As a Tax Associate ( Houston ), it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Associate ( Houston ). You can explore the career advancement for a Tax Associate ( Houston ) below and select your interested title to get hiring information.
If you are interested in becoming a Tax Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Tax Associate job description and responsibilities
Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.
03/18/2022: Cedar Rapids, IA
After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.
02/17/2022: Biloxi, MS
At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.
02/14/2022: Fort Lauderdale, FL
Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.
02/14/2022: Richmond, VA
Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.
02/08/2022: Lubbock, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Tax Associate jobs
Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.
02/09/2022: Richland, WA
A good tax associate has to be willing to learn continuously because tax regulations change yearly.
02/03/2022: Lincoln, NE
Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.
12/26/2021: Nashville, TN
A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.
12/28/2021: Duluth, MN
Being a tax associates has a great job security because taxes won’t disappear or become any easier.
01/23/2022: Omaha, NE
Step 3: View the best colleges and universities for Tax Associate.