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Tax Manager

2 months ago

Cincinnati, Ohio, United States Allworth Financial Full time
About Allworth Financial

Allworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team of experts delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Job Summary

We are seeking a highly skilled Tax Manager to join our team in Folsom, CA, Cincinnati, OH, or Addison, TX. The successful candidate will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. This role will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting 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
  • 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
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
  • 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
  • Medical: Blue Shield (HMO, 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 25.5 days of paid time off annually, which includes holidays, during the first three years of employment
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company