Tax Manager

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Job summary

Allworth Financial seeks an experienced Tax Manager to lead tax services for clients across multiple offices, including Folsom, CA and Pleasant Hill, CA. The role involves preparing federal, state, and local income tax returns, projections, and notices, with client-facing responsibilities and strategic tax planning.

The position is full-time, with a hybrid arrangement for locally based staff. The base salary ranges from $130,000 to $180,000 per year, plus comprehensive benefits.

Qualifications

• BS/BA in Accounting preferred.
• CPA license required to perform the role.
• 6+ years of experience in individual, trust and gift tax return preparation and review.

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 with clients, advisors, tax authorities, firm staff, and management.
• Performs other duties as assigned.

Skills

CPA license

Income tax planning

Multi-state tax

Communication skills

Time management

Education

BS/BA in Accounting

CPA license

Tools

Excel

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.

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 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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