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← Allworth Financial

Tax Manager

Allworth Financial
Location
Dallas, Texas, United States
Posted
2 months ago
Department
Tax Solutions
What they actually want (must-haves)
  • 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
  • Strong Excel and other software skills
  • Excellent oral and written communication skills and attention to detail
Nice to have
  • Multi-state tax preparation/filing experience
  • Form 1041 Trust & Estate and Form 709 Gift return experience
  • Intuit Lacerte tax software experience preferred
What the job really is

The Tax Manager at Allworth Financial is responsible for providing tax services to clients, including the preparation and review of federal, state, and local income tax returns, as well as tax projections and analysis. This role involves direct client interactions, collaborating with financial advisors on strategic tax planning, and addressing client tax-related inquiries. The position requires strong communication skills and the ability to manage multiple priorities effectively.

Benefits
  • 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
Things to weigh
  • Position is hybrid if located near one of the offices, which may not suit all candidates
  • No specific salary information provided
  • Role involves significant client-facing responsibilities which may require strong interpersonal skills
Job score2.8/5
Benefits5/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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