or apply directly on Allworth Financial's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 80 days Allworth Financial's roles stay open a median of 77 days
- Reposted
- No
- Salary listed
- No 52% of Allworth Financial's roles list one
- Ghost-job risk at Allworth Financial
- high 23 stale, 1 reposted of 27 open
- Hiring momentum
- 35 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from Allworth Financial's own greenhouse board since 2026-08-03. Full hiring picture for Allworth Financial.
About this role
The Tax Manager at Allworth Financial is responsible for providing tax services to clients, including the preparation and review of federal, state, and local income tax returns, as well as tax projections and analysis. This role involves direct client interactions, collaborating with financial advisors on strategic tax planning, and addressing client tax-related inquiries. The position requires strong communication skills and the ability to manage multiple priorities effectively.
- benefits
- 5/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Allworth Financial as an employer.
What you need
- BS/BA Degree, accounting preferred
- Valid CPA license
- 6+ years individual, trust and gift tax return preparation and review experience
- Proficiency in income tax planning and compliance
- Strong Excel and other software skills
- Excellent oral and written communication skills and attention to detail
Nice to have
- Multi-state tax preparation/filing experience
- Form 1041 Trust & Estate and Form 709 Gift return experience
- Intuit Lacerte tax software experience preferred
What you get
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
Worth weighing
- Position is hybrid if located near one of the offices, which may not suit all candidates
- No specific salary information provided
- Role involves significant client-facing responsibilities which may require strong interpersonal skills
Summarised from Allworth Financial's posting. Read the full original.
Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
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