Tax Manager
3 hours ago
We are seeking a highly skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning team with strategic tax planning.
Key Responsibilities:
- Prepare and review income, estate/trust, and gift tax returns
- Analyze and respond to IRS, state, and local tax agency notices
- Collaborate with clients and financial advisors to develop tax strategies
- Identify and resolve client tax-related questions and issues
Requirements:
- 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
Benefits:
- Competitive base pay
- Extensive benefits package, including medical, dental, and vision insurance
- Flexible working arrangements
- Generous 401K contributions
About Allworth Financial:
Allworth Financial is a high-growth, private equity-backed, multi-branch Registered Investment Advisor. We pride ourselves on emphasizing client well-being and education. Our team is dedicated to providing exceptional service and expertise to our clients.
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