Jobs at Allworth Financial

The Data Engineer will optimize data infrastructure, modernize SQL processes, support data governance, and mentor team members while enhancing analytics capabilities.

Serve as primary advisor to clients, lead discovery and planning conversations, deliver comprehensive fiduciary financial plans, partner with Wealth Planning and Associate Advisors, leverage estate/tax/insurance resources, maintain client documentation and CRM, and contribute to office leadership and culture in the Houston office.

Support M&A activity by performing financial modeling, valuation, due diligence, and integration work. Prepare pro forma P&Ls, transaction and board presentation materials, manage diligence data rooms, monitor deal progress, and perform ad-hoc financial and operational analyses to realize deal value.

Provide tax services including preparation and review of individual, trust/estate, and gift tax returns; tax projections and notice resolution; multi-state filing analysis; collaborate with advisors on strategic tax planning; client-facing communication and issue resolution.

Prepare and review individual federal, state, and local income tax returns, perform tax projections and analysis, resolve tax notices, participate in tax strategy discussions with clients and advisors, and provide client-facing tax services and support to the financial planning team.

Provide comprehensive tax services including preparation and review of individual, trust, estate and gift returns; tax projections and analysis; notice resolution; multi-state filing evaluation; collaborate with advisors on strategic tax planning; respond to client tax questions and represent clients with tax authorities.

Manage preparation and review of individual, trust, estate, and gift tax returns; perform tax projections, analysis, and notice resolution; collaborate with advisors on strategic tax planning; provide client-facing tax services and mentor staff.

Prepare and review individual, trust, estate, and gift tax returns; perform tax projections and compliance; resolve notices; collaborate with advisors on tax strategy; provide client-facing tax services and support.

The Regional VP, Wealth Management Consultant engages with qualified prospects, providing financial advice and guiding clients along their investment and retirement planning journey, while collaborating with internal advisors to achieve new business growth.

The Tax Advisor prepares individual income tax returns, analyzes tax notices from agencies, and collaborates on tax strategies with clients and advisors.

The Tax Manager will oversee tax services like income tax preparation, projections, and analysis while supporting client-facing activities and strategic tax planning with financial advisors.

The Wealth Management Associate supports financial sales representatives by managing client referrals, coordinating the sales cycle, onboarding new clients, and ensuring a positive client experience through effective communication and organization.