Tax Manager

SummaryWe’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 $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 feedbackReview situations and transactions to determine federal, state and local filing requirementsAnalyze and respond to IRS, state, and local tax agency noticesParticipate in internal strategy discussions with clients and collaborate with their financial advisorsIdentify and resolve client tax related questions and issuesExhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and managementPerforms other duties as assignedQualificationsBS/BA Degree, accounting preferredValid CPA license6+ years individual, trust and gift tax return preparation and review experienceProficiency in income tax planning and complianceMulti-state tax preparation/filing experience preferredForm 1041 Trust & Estate and Form 709 Gift return experienceStrong Excel and other software skillsIntuit Lacerte tax software experience preferredExcellent oral and written communication skills and attention to detailStrong interpersonal and client service skillsAbility to handle multiple priorities, clients and tight deadlinesBenefitsWe 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 associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributions Exempt associates qualify for our flexible paid time off policyNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment11 Paid HolidaysOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)Future growth opportunities within the companyIn 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.Allworth Financial participates in E-Verify. Click here for more information.California residents, click here for our privacy policy.