Allworth Financial
Tax Manager
Allworth Financial, Dallas, Texas, United States, 75215
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY:
We're currently seeking a Tax Manager for our Folsom, CA, Cincinnati, OH or Addison, TX offices. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.
This is a full-time, Exempt role based out of Addison, TX. This position is a hybrid role if you are located near one of our offices.
DUTIES AND RESPONSIBILITIES:
Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedbackReview situations and transactions to determine federal, state and local filing requirementsAnalyze and respond to IRS, state, and local tax agency noticesParticipate in internal strategy discussions with clients and collaborate with their financial advisorsIdentify and resolve client tax related questions and issuesExhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and managementPerforms other duties as assignedQUALIFICATIONS:
BS/BA Degree, accounting preferredValid CPA license6+ years individual, trust and gift tax return preparation and review experienceProficiency in income tax planning and complianceMulti-state tax preparation/filing experience preferredForm 1041 Trust & Estate and Form 709 Gift return experienceStrong Excel and other software skillsIntuit Lacerte tax software experience preferredExcellent oral and written communication skills and attention to detailStrong interpersonal and client service skillsAbility to handle multiple priorities, clients and tight deadlinesBENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributionsExempt 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 ProgramFuture growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY:
We're currently seeking a Tax Manager for our Folsom, CA, Cincinnati, OH or Addison, TX offices. The Tax Manager is responsible for tax services provided to clients such as federal, state and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning.
This is a full-time, Exempt role based out of Addison, TX. This position is a hybrid role if you are located near one of our offices.
DUTIES AND RESPONSIBILITIES:
Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedbackReview situations and transactions to determine federal, state and local filing requirementsAnalyze and respond to IRS, state, and local tax agency noticesParticipate in internal strategy discussions with clients and collaborate with their financial advisorsIdentify and resolve client tax related questions and issuesExhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and managementPerforms other duties as assignedQUALIFICATIONS:
BS/BA Degree, accounting preferredValid CPA license6+ years individual, trust and gift tax return preparation and review experienceProficiency in income tax planning and complianceMulti-state tax preparation/filing experience preferredForm 1041 Trust & Estate and Form 709 Gift return experienceStrong Excel and other software skillsIntuit Lacerte tax software experience preferredExcellent oral and written communication skills and attention to detailStrong interpersonal and client service skillsAbility to handle multiple priorities, clients and tight deadlinesBENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributionsExempt 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 ProgramFuture growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.