Tax Manager
Job Description
Job Title: Tax Manager
Location: Folsom, CA
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.
SUMMARY:
Were 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 $100,000-$150,000 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
