Tax Manager
2 days ago
Allworth Financial is a leading investment advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Job SummaryWe are seeking a Tax Manager to join our team in Folsom, CA, Cincinnati, OH, or Addison, TX. The successful candidate will be responsible for tax services provided to clients, including federal, state, and local income tax preparation, tax projections, and analysis, as well as notice resolution.
Key Responsibilities- Apply technical knowledge to prepare and review income, estate/trust, and gift tax returns
- 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
- 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
We offer a competitive base pay and an extensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan and flexible paid time off policy.
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