Tax Manager

United States·Folsommid

Finance & AccountingTax Specialist

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Quick Summary

Key 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,

Requirements Summary

BS/BA Degree, accounting preferred Valid CPA license 6+ years individual

Technical Tools

Finance & AccountingTax Specialist

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.

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.

What We Offer

~2 min read

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

Responsibilities

~1 min read

→ 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

Requirements

~1 min read

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