Tax Manager

About Allworth Financial

Allworth Financial ( www.allworthfinancial.com ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

SUMMARY:

We’re currently seeking a Tax Manager for our Folsom, CA, Vancouver, WA or Pleasant Hill, CA offices. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.

This is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role if you are located near one of our offices.

The base salary range for this role is $130,000-$180,000 per year depending on location and experience. In addition, we also provide generous benefits to all our full-time employees.

DUTIES AND RESPONSIBILITIES:

Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback

Review situations and transactions to determine federal, state and local filing requirements

Analyze and respond to IRS, state, and local tax agency notices

Participate in internal strategy discussions with clients and collaborate with their financial advisors

Identify and resolve client tax related questions and issues

Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management

Performs other duties as assigned

QUALIFICATIONS:

BS/BA Degree, accounting preferred

Valid CPA license

6+ years individual, trust and gift tax return preparation and review experience

Proficiency in income tax planning and compliance

Multi-state tax preparation/filing experience preferred

Form 1041 Trust & Estate and Form 709 Gift return experience

Strong Excel and other software skills

Intuit Lacerte tax software experience preferred

Excellent oral and written communication skills and attention to detail

Strong interpersonal and client service skills

Ability to handle multiple priorities, clients and tight deadlines

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates

Dental insurance with MetLife

Vision insurance with VSP

Optional supplemental benefits

Healthcare savings accounts with company contribution

Flexible spending accounts

Flexible working arrangements

Generous 401K contributions

Exempt associates qualify for our flexible paid time off policy

Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment

11 Paid Holidays

Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)

Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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