Jobs at Allworth Financial

Prepare workpapers and supporting schedules for individual, business, and trust tax returns. Enter and organize client tax data in tax software, reconcile financial and bookkeeping records, assist with tax projections and estimated tax calculations, and identify missing or inconsistent information. Communicate with clients, advisors, tax authorities, and internal staff while managing multiple deadlines and maintaining confidentiality.

Analyzes growth pipelines, compensation programs, vendor contracts, office investments, and monthly financial results. Develops forecasts, financial models, scenario analyses, management reporting, and executive presentations. Communicates performance insights, identifies key drivers and risks, and recommends actions supporting strategic initiatives, resource allocation, business planning, and executive decision-making. Partners with Finance, Procurement, and Facilities teams in a hybrid Addison/Dallas office role.

Prepares and reviews individual and business entity tax returns, analyzes federal, state, and local filing requirements, responds to tax agency notices, and supports client tax strategy. The role collaborates with financial advisors, resolves client tax issues, reviews staff work, provides training, and manages complex, multi-state tax compliance and planning activities.

Supports financial advisors with comprehensive financial planning, investment and retirement analysis, tax and estate planning research, client meeting preparation, communications, and service requests. The role collaborates across planning, operations, investment management, and client service teams while developing client-facing expertise and pursuing CFP certification.

Supports Financial Advisors with comprehensive financial plans, investment and retirement analysis, tax and estate planning research, client materials, meeting participation, follow-up, and service requests. Collaborates across planning, operations, investment management, and client service teams while developing advisory expertise through training and shadowing. The role is intended for an early-career professional pursuing CFP® certification and progressing toward a Lead Advisor position.

Supports new-client onboarding for investment advisory accounts by preparing documents, coordinating account opening and funding, entering CRM data, resolving client roadblocks, and maintaining relationships with clients, advisors, sales representatives, custodial partners, and other stakeholders. The role also supports CRM and process enhancements and serves as a knowledge resource for program rules, systems, and priorities.

Owns the execution, monitoring, optimization, tracking, and reporting of paid acquisition campaigns across search, paid social, and programmatic channels. Partners with media agencies, creative, and analytics teams to improve campaign efficiency, resolve tracking issues, interpret performance data, and support integrated funnel marketing. The role requires hands-on platform expertise, strong analytical judgment, attention to detail, and effective cross-functional collaboration.

Provides front-office and executive administrative support in a fully in-office environment. Responsibilities include greeting clients, managing calls, calendars, mail, deliveries, conference rooms, refreshments, office supplies, facilities tasks, and support for Operations and Client Service teams. The role also provides light assistance to the CFO, maintains high service and quality standards, and recommends process improvements.

Support advisors by gathering and entering client financial data, coordinating with integrated service teams, preparing proposals and comprehensive financial plans using planning software, maintaining records in CRM, and organizing materials for advisor-led client meetings.

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.

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.

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.

Lead complex, multi-disciplinary wealth planning engagements for high- and ultra-high-net-worth clients. Design and implement advanced estate, tax, philanthropic, liquidity, and succession strategies; produce tailored financial plans using eMoney and MoneyGuidePro; serve as client-facing subject matter expert; collaborate with advisors and specialists; mentor junior planners; and contribute to firm-wide planning tools and best practices.

Lead complex, multidisciplinary wealth planning for high- and ultra-high-net-worth clients. Design and implement advanced estate, tax, succession, liquidity, and philanthropic strategies. Produce client-ready plans using eMoney and MoneyGuidePro, join meetings as subject-matter expert, mentor junior planners, and collaborate with advisors and internal teams to deliver cohesive, high-touch solutions.

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

Serve as a primary advisor managing a high-volume client base, delivering comprehensive financial planning, leveraging firm tools and integrated services (estate, insurance, tax), maintaining strong in-office leadership, using CRM-driven activity management, and adopting technology to scale client engagement while meeting daily activity and documentation standards.

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.