allworthfinancial
Tax Manager
At a Glance
- Location
- Dallas, Texas, United States
- Experience
- 6+ years
- Posted
- 2026-07-22T17:26:18-04:00
Key Requirements
Required Skills
Certifications
- CPA
Domain Knowledge
- Accounting
- Finance
- Healthcare
- Insurance
- Medical
- Regulatory
Benefits & Perks
lifornia associates Dental insurance with MetLife Vision insurance with VSP
Requirements
6+ years individual, trust and gift tax return preparation and review experience
Proficiency in income tax planning and compliance
Form 1041 Trust & Estate and Form 709 Gift return experience
Intuit Lacerte tax software experience preferred
Strong interpersonal and client service skills
Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Responsibilities
Apply technical knowledge to prepare and review income, estate/trust and gift tax returns and provide staff with feedback
Review situations and transactions to determine federal, state and local filing requirements
Analyze and respond to IRS, state, and local tax agency notices
Participate in internal strategy discussions with clients and collaborate with their financial advisors
Identify and resolve client tax related questions and issues