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Tax Manager at Allworth Financial

Department: Tax Solutions

Setup
Hybrid
Location
Dallas, Texas
Type
Full-time
Level
lead/mgmt
Posted

Description

Allworth Financial is hiring a full-time Tax Manager for its Folsom, California; Vancouver, Washington; or Pleasant Hill, California offices, with the role based out of Addison, Texas and available as a hybrid position for employees near an office. The manager will prepare and review federal, state, and local income, estate, trust, and gift tax returns; analyze tax filings and agency notices; resolve client tax issues; and support advisors and financial planners with tax planning. The position requires a BS/BA degree, a valid CPA license, at least six years of individual, trust, and gift tax return preparation and review experience, and proficiency in income tax planning and compliance.

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