Tax Manager

Allworth Financial; Walnut Creek (CA); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA options

Flexible spending accounts

Flexible working arrangements

401K plan

Paid time off

Holidays

Job summary

Allworth Financial is seeking a Tax Manager based in Walnut Creek, CA, with primary responsibility for federal, state, and local income tax returns and strategic tax planning for clients. The role involves client interaction, collaboration with advisors, and tax projection work in a full-time, exempt capacity.

The position is hybrid if located near the office and offers a base salary of $130,000–$180,000 plus generous benefits.

Qualifications

• BS/BA degree in accounting required or preferred.
• CPA license required.
• 6+ years in individual, trust and gift tax return prep and review.
• 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.

Responsibilities

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

Skills

Attention to detail

Communication skills

Client services

Tax compliance

Time management

Education

BS/BA in accounting

CPA license

Tools

Intuit Lacerte

Excel

Job description

Allworth Tax Solutions Tax Solutions Walnut Creek, California, United States

About Allworth Financial

Allworth Financial ( www.allworthfinancial.com ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron's Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

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 Walnut Creek, 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 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.