Tax Manager

Allworth Financial (www.allworthfinancial.com

[http://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 2024.

SUMMARY

• We’re currently seeking a Tax Manager for our Folsom, CA, Vancouver, WA or
• Pleasant Hill, CA 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 $130,000-$180,000, per year depending on
• location and experience. 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

BENEFITS

• 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 (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 15 days of paid time off annually during

the first three years of employment

• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and

part-time employees are not eligible)

• Future 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.

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