Job Description – 2026 Spring Tax
About The Mather Group (TMG)
TMG is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering Tax planning, Investment planning, and comprehensive financial planning services while keeping our clients’ best interests in mind. We find the most cost-effective investment strategies for our clients.
• Approximately $14+ Billion in assets under management*
• Offices in established markets including: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, Seattle, and San Francisco Bay Area
• 170+ staff members and growing
• Named on Crain’s Chicago Business 2024 Fast 50
• Named on Barron’s 2024 Top 100 RIA Firms
• Named on Financial Planning 2024 RIA Leaders
*As of 2024
About this Job
TMG’s Spring Tax Internship Program is 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.
Spring Tax Internship Program participants will:
• 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:
o Assist with the organization of client tax documents
o Assist with the initial preparation of tax workpapers and tax returns
o Assist with final filing of tax returns
o 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
The ideal candidate will possess the following qualifications and attributes:
• 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
TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Preferences and Perks:
• Graduation – Spring 2026 or 2027
• School Years – Junior or Senior
• Majors – Accounting
• GPA – no preference set
• Work Authorization – US work authorization is required
• Work in office Chicago IL, Dallas TX and Houston TX
• 12-week internship
• Full time (40 hrs./week) – Required
• January 19th through April 10th
• Training for Tax and opportunity to learn about TMG financial planning services
• Opportunity to apply for 2nd internship or full-time employment
Company Details:
• Industry – Financial Services
• Headquarters: 353 N. Clark Street, Suite 2775, Chicago, IL 60654
• Size: 100-250 employees
• Website: www.themathergroup.com
The Mather Group (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov. Please visit www.themathergroup.com for additional disclosures.
