Tax Manager
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. This Tax Manager role is responsible for tax services provided to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. The position involves client-facing activities, providing comprehensive tax services to existing clients, and assisting advisors and the financial planning team with strategic tax planning. This is a full-time, Exempt role based out of Folsom, CA, with a hybrid work arrangement if located near an office. The salary range is $100,000-$150,000 per year, with a generous benefits package for full-time employees.
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
- 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
Nice To Haves
- Multi-state tax preparation/filing experience
- Intuit Lacerte tax software experience
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
