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Tax Manager

2 months ago

Folsom, California, United States Allworth Financial Full time
Job Title: Tax Manager

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
  • Communicate effectively with clients, advisors, and tax authorities
Requirements:
  • BS/BA Degree in Accounting or related field
  • Valid CPA license
  • 6+ years of individual, trust, and gift tax return preparation and review experience
  • Proficiency in income tax planning and compliance
  • Multi-state tax preparation/filing experience preferred
Benefits:
  • Competitive base pay
  • Extensive benefits package, including medical, dental, and vision insurance
  • Flexible working arrangements
  • Generous 401K contributions
  • Future growth opportunities within the company

Allworth Financial is a dynamic and growing company that values its associates' time and effort. We offer a collaborative and creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture.