Tax Manager
Allworth Financial
- Experience
- 6+ yrs
- Location
- Addison or Folsom or Vancouver or Pleasant Hill
- Job type
- Full-time
Required skills
- Microsoft Excel
- Intuit Lacerte
About the role
BS/BA degree, accounting preferred; valid CPA license; 6+ years individual, trust and gift tax return preparation and review; proficiency in income tax planning and compliance; multi-state tax experience preferred; Form 1041 and 709 experience; strong Excel and software skills.
About Allworth Financial
Private registered investment advisory firm providing retirement, investment, and wealth planning to individuals and retirement plans.
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