Hybrid Tax Manager — Strategic, Client-Facing & Multi-State

Allworth Airline Advisors (Formerly RAA); Walnut Creek (CA); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Job summary

Allworth Financial seeks an experienced Tax Manager to lead tax services for clients across multiple offices, including Folsom, CA and Pleasant Hill, CA. The role involves preparing federal, state, and local income tax returns, projections, and notices, with client-facing responsibilities and strategic tax planning.

The position is full-time, with a hybrid arrangement for locally based staff. The base salary ranges from $130,000 to $180,000 per year, plus comprehensive benefits.

Qualifications

• BS/BA in Accounting preferred.
• CPA license required to perform the role.
• 6+ years of experience in individual, trust and gift tax return preparation and review.

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 with clients, advisors, tax authorities, firm staff, and management.
• Performs other duties as assigned.

Skills

CPA license

Income tax planning

Multi-state tax

Communication skills

Time management

Education

BS/BA in Accounting

CPA license

Tools

Excel

Intuit Lacerte

Job description

Allworth Financial seeks an experienced Tax Manager to lead tax services for clients across multiple offices, including Folsom, CA and Pleasant Hill, CA. The role involves preparing federal, state, and local income tax returns, projections, and notices, with client-facing responsibilities and strategic tax planning.

The position is full-time, with a hybrid arrangement for locally based staff. The base salary ranges from $130,000 to $180,000 per year, plus comprehensive benefits.