Tax Manager

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

Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

Flexible PTO

401K contributions

Holiday pay

Job summary

Allworth Financial is seeking a Tax Manager to lead tax services for clients across federal, state, and local levels from our Folsom, CA office, with a hybrid arrangement near our offices in California. You will oversee returns, projections, and notices, and contribute to strategic tax planning with our advisory and financial planning teams.

This client-facing role requires 6+ years of individual, trust and gift tax experience, a BS/BA in accounting, and a CPA license.

Qualifications

• BS/BA in accounting required or preferred; CPA license strongly preferred.
• 6+ years of 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 preferred.
• Strong Excel and software skills; attention to detail.

Responsibilities

• Prepare and review income, estate/trust and gift tax returns and provide staff feedback.
• Determine federal, state, and local filing requirements for various scenarios.
• Analyze IRS, state, and local notices and respond as needed.
• Collaborate with clients and financial advisors on tax strategy.
• Address client tax questions and resolve issues; maintain client relationships.

Skills

Strong Excel

Client-facing

Attention to detail

Communication skills

Interpersonal skills

Time management

Education

BS/BA Degree in accounting

CPA license

Tools

Intuit Lacerte

Job description

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.

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 $130,000-$180,000, 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

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 insurance with 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.

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