Tax Manager

Responsibilities

• Prepare and review income, estate/trust, and gift tax returns
• 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 financial advisors
• Identify and resolve client tax-related questions and issues

Requirements

• BS/BA Degree, accounting preferred
• Valid CPA license
• 6+ years of individual, trust, and gift tax return preparation and review experience
• Proficiency in income tax planning and compliance
• Experience with Form 1041 Trust & Estate and Form 709 Gift returns
• Strong Excel and software skills
• Excellent communication and interpersonal skills

Preferred Qualifications

• Multi-state tax preparation/filing experience
• Intuit Lacerte tax software experience

Benefits

• Medical, dental, and vision insurance
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Generous 401K contributions
• Flexible paid time off policy
• 11 Paid Holidays
• Equity Purchase Program options

About the Company

Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. A multi-billion dollar, private equity-backed firm, Allworth focuses on client well-being and strategic financial planning.