Tax Manager

Allworth Financial•Dallas, TX

34d•Hybrid

About The Position

Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. They offer a direct approach to financial planning, delivering long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi-branch Registered Investment Advisor, founded in Sacramento, California, in 1993. It is primarily a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. The business is a multi-billion dollar firm on track for continued growth through acquisitions and organic growth. Allworth has been recognized as a great place to work, receiving the "Circle of Excellence" award from the National Business Research Institute for employee and client satisfaction in 2021, and was recognized as a Barron's Top 40 RIA in 2024. We are 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 Addison, TX. This position is a hybrid role if you are located near one of our offices.

Requirements

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
Form 1041 Trust & Estate and Form 709 Gift return experience
Strong Excel and other software skills
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

Nice To Haves

Multi-state tax preparation/filing experience preferred
Intuit Lacerte tax software experience preferred

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

Benefits

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
Flexible paid time off policy for Exempt associates
15 days of paid time off annually during the first three years of employment for Non-Exempt associates
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