Job summary
Job post source
This job is directly from Allworth Financial
Job overview
The Tax Manager at Allworth Financial oversees tax services including preparation, projections, and notice resolution, impacting client financial planning and firm growth.
Responsibilities and impact
The role involves preparing and reviewing tax returns, responding to tax notices, collaborating with financial advisors, and resolving client tax issues to support strategic tax planning.
Compensation and benefits
The salary ranges from $100,000 to $150,000 annually based on location and experience, with comprehensive benefits including medical, dental, vision, 401K contributions, paid time off, and flexible work arrangements.
Experience and skills
Candidates must have a BS/BA degree preferably in accounting, a valid CPA license, 6+ years of tax preparation experience, proficiency in tax planning, and strong communication and software skills; multi-state tax experience and Intuit Lacerte knowledge are preferred.
Career development
The company offers future growth opportunities and a collaborative environment encouraging learning and contribution to firm processes and culture.
Work environment and culture
Allworth Financial promotes a collaborative, creative, and employee-centric culture focused on client well-being, education, and employee satisfaction, recognized by industry awards.
Company information
Allworth Financial is a high-growth, private equity-backed Registered Investment Advisor founded in 1993, specializing in retirement and investment planning with multi-branch operations and a strong reputation for client and employee satisfaction.
Job location and travel
The position is based in Pleasant Hill, CA, with hybrid work options available near their offices in Folsom, CA, and Vancouver, WA.
Unique job features
This role offers hybrid work flexibility, involvement in strategic tax planning, and the opportunity to work in a recognized top RIA firm with a strong client focus.
Company overview
Allworth Financial, formerly known as Hanson McClain Advisors, is a financial advisory firm specializing in retirement planning, investment management, and financial planning services. Founded in 1993 by Scott Hanson and Pat McClain, the company has grown significantly through organic growth and strategic acquisitions. Allworth Financial generates revenue through advisory fees and asset management services, catering primarily to individuals nearing or in retirement. The firm's commitment to fiduciary standards and client-centric approach has earned it a strong reputation in the financial services industry.
How to land this job
Position your resume to highlight your CPA license and over six years of experience in individual, trust, and gift tax return preparation and review, emphasizing multi-state tax filing expertise and proficiency with Form 1041 and Form 709.
Emphasize your technical skills in tax planning and compliance, your ability to analyze IRS and state tax notices, and your experience collaborating with financial advisors to provide strategic tax planning to clients.
Apply through multiple platforms including Allworth Financial’s corporate careers page and LinkedIn to maximize your application’s visibility and ensure you don’t miss any openings across their multiple office locations.
Connect with current Tax Managers or professionals in the tax or financial planning divisions at Allworth Financial on LinkedIn. Use ice breakers like commenting on Allworth’s recent awards or growth initiatives, or asking about the team culture and tax strategy approaches they value.
Optimize your resume for ATS by incorporating keywords from the job description such as 'CPA license,' 'tax return preparation,' 'Form 1041,' 'Form 709,' 'multi-state tax filing,' and 'Intuit Lacerte,' ensuring your resume passes automated screenings effectively.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application sites, and uncover LinkedIn connections to network with, freeing up your time to prepare thoroughly for interviews and strategic networking.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.