Tax Manager

Allworth Financial; Folsom (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off policy

Equity Purchase Program

Job summary

Allworth Financial is hiring a Tax Manager for their Folsom, CA office. The role involves tax services like income tax preparation and strategic tax planning. Candidates should have a BS/BA in accounting and a CPA license, along with experience in tax return preparation.

This is a full-time, exempt role with an annual salary range of $100,000 to $150,000, and includes comprehensive benefits. A collaborative working environment is emphasized.

Qualifications

• 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.

Responsibilities

• Prepare and review income, estate/trust and gift tax returns.
• Analyze and respond to IRS, state, and local tax agency notices.
• Identify and resolve client tax-related questions and issues.

Skills

Income tax planning

Client service skills

Analytical skills

Strong communication skills

Education

BS/BA Degree, accounting preferred

Valid CPA license

Tools

Intuit Lacerte

Excel

Job description

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 Folsom, CA. This position is a hybrid role if you are located near one of our offices.

The base salary range for this role is $100,000‑$150,000 per year depending on location and experience. In addition, we also provide generous benefits to all our full‑time employees.

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

• 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.

As set forth in Allworth Financial’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.