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← Allworth Financial

Tax Manager

Allworth Financial
Location
Walnut Creek, California, United States
Posted
2 months ago
Department
Tax Solutions
Salary
$130,000-$180,000
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 preferred
  • 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 comprehensive tax services to clients, including federal, state, and local income tax preparation, tax projections, and notice resolution. This role involves client-facing activities, collaboration with financial advisors for strategic tax planning, and requires strong communication skills to address client inquiries and issues. The position is hybrid and based in Walnut Creek, CA, with potential work from other locations.

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
  • Base salary range is $130,000-$180,000, which may vary based on location and experience, but is not guaranteed for all candidates
  • The role involves significant client interaction, which may not suit all candidates
  • The position is hybrid, requiring proximity to one of the offices for flexibility
Job score3.8/5
Benefits5/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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