What are the responsibilities and job description for the Spring Tax Internship position at The Mather Group, LLC?
THE MATHER GROUP
The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.
As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind.
You don’t get one advisor – you get The Mather Group.
SPRING TAX INTERNSHIP PROGRAM
TMG’s Spring Tax Internship Program is a 12 week internship (Jan 2026 - April 2026) designed to give driven, accounting-focused students real world exposure to providing tax planning and tax compliance services to high-net-worth individuals as well as receive a broad knowledge base of the wealth management industry—including financial planning, client relationship management, portfolio management, risk management, tax planning and estate planning. You will gain hands-on experience with common industry software and acquire skills necessary to help advance your career in the accounting industry.
SPECIFIC ROLE RESPONSIBILITIES
- Gain insight and knowledge of individual and business income tax returns for high net worth and ultra-high net worth taxpayers
- Work on client tax matters and documents:
- Assist with the organization of client tax documents
- Assist with the initial preparation of tax workpapers and tax returns
- Assist with final filing of tax returns
- Assist members of the tax team with processing client tax documents and other related tax work
- Gain exposure to tax return preparation, extensions and quarterly estimates calculations
- Work in a variety of financial databases, tax-oriented systems and technology
- Exposure to client communication via email/phone regarding client’s tax return status, and confirmation client tax documents are received.
- Experience a full tax season with TMG Tax team and peers
- Benefit from upper management-led lectures on a variety of topics, including financial planning, investments, tax planning, compliance, estate planning, trading, career development and more
DESIRED EXPERIENCE
- Pursuing an accounting degree from an accredited college or university
- At least two years of undergraduate studies completed
- Excellent verbal and written communication skills
- Ability to learn quickly and adapt to new systems and technology
- A highly motivated, self-starter