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Tax Manager at Allworth Financial - ApplyBlast

Tax Manager

Allworth Financial

3 months ago

3.5 on Glassdoor

Pleasant Hill, California, United States

Hybrid

Full Time

Manager

0 applicants

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About this role

Allworth Financial is seeking a Tax Manager to provide comprehensive tax services to clients, including federal, state, and local income tax preparation, projections, and notice resolution. The role involves client-facing activities, collaborating with financial advisors on strategic tax planning, and reviewing complex tax returns. It is a full‑time, exempt, hybrid position based in Folsom, CA, with a salary range of $100,000‑$150,000 and generous benefits.

Responsibilities

Prepare and review income, estate/trust, and gift tax returns
Analyze and respond to IRS, state, and local tax notices
Participate in strategy discussions with clients and financial advisors
Identify and resolve client tax‑related questions and issues
Provide technical feedback and guidance to staff

Skills

Qualifications

BS/BA DegreeCPA license

About Allworth Financial

allworthfinancial.com

Headquarters

Folsom, California, United States

Company Size

201-500 employees

Founded

1993

View Profile

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.