Tax Manager Dallas, Texas, United States

Allworth Financial; Addison (TX); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical and dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Job summary

Allworth Financial in Addison, TX is seeking a Tax Manager to oversee federal, state, and local tax services for clients, including income tax, projections, and notice resolution. This role will involve client-facing activities and collaboration with advisors to deliver strategic tax planning.

The position is full-time and hybrid for those near our offices. A BS/BA in accounting and a CPA are highly valued, with 6+ years in tax return prep for individuals, trusts, and gifts, plus strong Excel

Qualifications

• BS/BA degree in accounting preferred; CPA license highly desired.
• 6+ years of individual, trust and gift tax return preparation and review.
• Proficiency in income tax planning and compliance; multi-state knowledge.
• Form 1041 Trust & Estate and Form 709 Gift return experience.
• Strong Excel and other software skills; Lacerte experience preferred.
• Excellent oral and written communication and attention to detail.
• Strong interpersonal and client service skills; ability to manage priorities and deadlines.

Responsibilities

• Prepare and review income, estate/trust, and gift tax returns; provide feedback to staff.
• Review situations to determine federal, state and local filing requirements.
• Analyze IRS and state notices and respond appropriately.
• Participate in internal strategy discussions with clients and advisors.
• Identify and resolve client tax questions and issues.
• Exhibit strong communication with clients, advisors, tax authorities, staff, and management.
• Performs other duties as assigned.

Skills

Communication skills

Attention to detail

Interpersonal skills

Time management

Client service

Education

BS/BA in accounting

CPA license

Tools

Intuit Lacerte

Job description

Allworth Tax Solutions Dallas, Texas, United States

Allworth Financial (www.allworthfinancial.com ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers 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 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

SUMMARY:

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.

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.

DUTIES AND 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

QUALIFICATIONS:

• 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

BENEFITS

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 insurancewith 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

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.