Tax Manager

Tax Manager

Allworth Financial (www.allworthfinancial.com) is seeking a Tax Manager for our Folsom, CA, Vancouver, WA, or Pleasant Hill, CA offices. This is a full-time, Exempt role based out of Folsom, CA.

• Duties and Responsibilities:
  • Prepare and review income, estate/trust and gift tax returns
  • Provide feedback to staff on tax situations and transactions
  • Analyze and respond to IRS, state, and local tax agency notices
  • Collaborate with clients and financial advisors on strategic tax planning
  • Resolve client tax-related questions and issues
  • Communicate effectively with clients, advisors, tax authorities, firm staff, and management
• Qualifications:
  • Bachelor’s Degree in Accounting preferred
  • Valid CPA license
  • 6+ years of individual, trust, and gift tax return preparation and review experience
  • Multi-state tax preparation/filing experience preferred
  • Experience with Form 1041 Trust & Estate and Form 709 Gift returns
  • Proficiency in Excel and other software
  • Intuit Lacerte tax software experience preferred
  • Strong communication skills (verbal and written)
  • Attention to detail and strong interpersonal skills
  • Ability to handle multiple priorities, clients, and tight deadlines
• Benefits:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSPO
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Grossly generous 401K contributions

The base salary range for this role is $100,000 - $150,000 per year depending on location and experience. In addition, we provide generous benefits to all our full-time employees.

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