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Allworth Financial

Tax Manager

Allworth Financial, Folsom, California, United States, 95630


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 Folsom, CA. This position is a hybrid role if you are located near one of our offices.

The base salary range for this role is $105,000-$130,000 per year. In addition, we also provide generous benefits to all our full-time employees.

DUTIES AND RESPONSIBILITIES:

Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback

Review situations and transactions to determine federal, state and local filing requirements

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 (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management

Performs other duties as assigned

QUALIFICATIONS:

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

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