Tax Manager

Pleasant Hill, California, United States

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth is a high‑growth, private‑equity backed, multi‑branch Registered Investment Advisor founded in Sacramento, California, in 1993. It is a fee‑based, employee‑centric fiduciary advisory firm that emphasizes client well‑being and education. Allworth is a multi‑billion dollar firm on track for continued growth through acquisitions and strong organic growth. Allworth has been recognized as a Barron’s Top 40 RIA in 2024.

SUMMARY

We’re currently seeking a Tax Manager for our Pleasant Hill CA office. This full‑time, exempt role is based in Pleasant Hill with a pay range of $130,000–$150,000.

DUTIES AND RESPONSIBILITIES

• Work closely with partners to manage a dedicated book of clients, including individuals and entities (corps, S‑corps, partnerships, trusts, nonprofits).
• Help, meet and communicate with clients.
• Prepare and review various types of tax and accounting engagements.
• Work with and mentor staff accountants.
• Contribute to the firm’s growth goals and share in the success.

WHAT WE LOOK FOR

QUALIFICATIONS

Lacerte software experience preferred.

BENEFITS

We value our associates’ time and effort. Our competitive base pay is enhanced by an extensive benefits package, including :

Healthcare savings accounts with company contribution.

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.

We do not discriminate on basis of any protected group status under any applicable law. Allworth Financial is a government contractor subject to VEVRAA and requests protected veteran status information for compliance purposes.All information provided in the self‑identification survey is confidential and will not be considered in the hiring process.

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