Teams 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.