Senior Tax Manager – Client Advisory & Planning (Hybrid)

Allworth Financial; Addison (TX); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance (Blue Shield/Kaiser)

Dental insurance

Vision insurance

Flexible spending accounts

401(k) with company contributions

Paid time off ( PTO)

11 paid holidays

Equity Purchase Program

Job summary

Allworth Financial seeks a Tax Manager to provide tax services for clients, including federal and state income tax work, projections, and planning. This role is based in Addison, TX, with hybrid options near offices, and involves direct client interaction and collaboration with advisors.

The position requires CPA, 6+ years in tax return preparation/review, and strong Excel/tax software skills, with a focus on accuracy and service quality.

Qualifications

• BS/BA degree; accounting preferred.
• Valid CPA license.
• 6+ years in individual, trust and gift tax return prep and review.
• Strong Excel and tax software skills.
• Excellent oral and written communication and client service.

Responsibilities

• Prepare and review income, estate/trust and gift tax returns.
• Determine federal, state and local filing requirements.
• Respond to IRS and state tax notices.
• Collaborate with clients' advisors and internal teams.
• Communicate effectively with clients and management.

Skills

Excellent communication

Client service

Multitasking

CPA license

Education

BS/BA Degree (accounting preferred)

Tools

Intuit Lacerte

Job description

Allworth Financial seeks a Tax Manager to provide tax services for clients, including federal and state income tax work, projections, and planning. This role is based in Addison, TX, with hybrid options near offices, and involves direct client interaction and collaboration with advisors.

The position requires CPA, 6+ years in tax return preparation/review, and strong Excel/tax software skills, with a focus on accuracy and service quality.