Full-Time
Tax Manager
Allworth Financial
201-500 employees
Personalized financial planning and investment management
Compensation Overview
$130k - $180k/yr
Folsom, CA, USA + 2 more
More locations: Walnut Creek, CA, USA | Vancouver, WA, USA
Hybrid
Hybrid role; in-office presence near Folsom, Pleasant Hill, Walnut Creek, or Vancouver required.
Bachelor's
 Accounting (1) |
|---|
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- 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
- Multi-state tax preparation/filing experience preferred
- Form 1041 Trust & Estate and Form 709 Gift return experience
- Strong Excel and other software skills
- Intuit Lacerte tax software experience preferred
- Excellent oral and written communication skills and attention to detail
- Strong interpersonal and client service skills
- Ability to handle multiple priorities, clients and tight deadlines
- 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
- Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
- Performs other duties as assigned
Allworth Financial provides financial planning and investment management to individuals and families, focusing on securing a comfortable retirement. The firm combines investment management with tax planning, Social Security guidance, and budgeting to create personalized plans. Its services are delivered through Certified Financial Planners who manage client portfolios for a fee based on assets under management, aligning the company’s success with clients’ investment growth. Allworth differentiates itself by offering a comprehensive, retirement‑oriented approach backed by CFP standards and a track record of client satisfaction and workplace awards. The company’s goal is to help clients achieve a secure retirement by creating and managing tailored financial plans that address spending, taxes, and long-term wealth.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Addison, Illinois
Founded
1993
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Simplify's Take
What believers are saying
- April 30, 2026 capital infusion accelerates hiring, technology, and tuck-in acquisitions.
- August 4, 2026 Sachetta adds $1.1 billion and 630 households in Boston.
- January 20, 2026 Grunden deepens Texas reach; Arthur Stein expands Mid-Atlantic retirement planning.
What critics are saying
- Late-2026 sale rumors signal owners want liquidity, distracting teams before 2027.
- Allworth shuttered about eight offices, showing integration pressure and possible advisor churn.
- A failed integration or regulatory misstep after 45 acquisitions since 2018 would damage the platform.
What makes Allworth Financial unique
- Allworth combines investment management, tax planning, estate planning, and 401(k) services nationwide.
- Its 2026 Integrum-Lightyear-Teachers backing funds acquisitions while preserving management ownership.
- Sachetta and Arthur Stein add integrated tax expertise and federal-employee specialization.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Flexible Work Hours
Unlimited Paid Time Off
Paid Vacation
Company Equity
Phone/Internet Stipend
Growth & Insights and Company News
6 month growth
↑ 24%1 year growth
↑ 24%2 year growth
↑ 24%Allworth deepens tax-advisory push with $1.1B Sachetta acquisition. Pictured: Michael Callahan, chief executive officer, Sachetta; and Arthur Stein, founder of Arthur Stein Financial. The PE-backed RIA makes its first major move since bringing in a new capital partner, adding a Massachusetts advisory firm alongside a second East Coast RIA AUG 04, 2026 Four months after bringing a new institutional investor to the table, Allworth Financial has enhanced its wealth capabilities by acquiring a fully integrated tax-advisory and wealth practice - and it's not stopping at one deal. The Folsom, California-based national RIA announced August 4, 2026 that it has acquired Sachetta, a Lynnfield, Massachusetts-based wealth and tax advisory firm managing $1.1 billion in assets. The deal brings 21 professionals - including 13 wealth and tax advisors - and roughly 630 client households into Allworth's fold, expanding its footprint in the Greater Boston market. Sachetta's model folds tax planning directly into every client relationship, a structure Allworth says complements its own push toward coordinated financial planning, investment management and tax services. "What stood out about Sachetta is that their entire firm is built around the idea that tax planning and wealth management can't be separated," said John Bunch, Allworth's chief executive officer, adding that Sachetta's leadership bench and succession planning strengthen the firm's ability to serve business-owner clients across its national platform. Sachetta partner Michael Callahan framed the deal as a scale play without a culture trade-off. "By joining Allworth, we can leverage the resources of a much larger firm while maintaining the client-first culture that defines who we are," he said. Also on Tuesday, Allworth disclosed a separate acquisition of Arthur Stein Financial, a Bethesda, Maryland-based RIA built around financial planning for federal employees and retirees. That deal extends Allworth into the Mid-Atlantic and adds a specialized practice serving a client base with its own distinct planning needs such as pensions, TSP allocations and federal benefits timing. "What drew me to Allworth is how closely their values align with ours," said founder Arthur Stein. "The addition of in-house CPAs and attorneys for tax and estate planning means we can now offer clients a truly coordinated approach where every financial decision is evaluated in the context of their full financial picture." Built on fresh capital Both deals follow closely on the heels of a capital-structure shift Allworth announced in April, when Allworth brought in Integrum Holdings as a new strategic investor alongside existing backers Lightyear Capital and Ontario Teachers' Pension Plan. At the time, Bunch described the expanded investor base as fuel for the firm's existing playbook rather than a pivot: "We are not looking to change the formula that makes Allworth a premier wealth management firm, we are continuing to invest behind it." Integrum founding partner Tagar Olson said the goal was to back "the talent, technology, and capabilities" needed to scale the platform. Allworth's expansion mirrors a broader emerging trend of consolidators merging in or acquiring practices with a specialization in tax planning and advsory services. Just weeks earlier, Cetera announced its acquisition of the $1.9 billion Darnall Sikes Wealth Partners, which joined Avantax Planning Partners within Cetera's RIA channel. Wealth Enhancement has also been leaning hard into tax services, counting last month's acquisition of Trippon Wealth Management Group and J.M. Trippon & Company PC CPAs, which brought four advisors and eight tax professionals onto Wealth Enhancement's platform.
The transaction strengthens Allworth's integrated wealth and tax platform while a second acquisition expands its East Coast...
Allworth Financial, a California-based registered investment adviser with $35 billion in assets under management, has secured a third funding round led by new investor Integrum Holdings. Existing investors Lightyear Capital and Ontario Teachers' Pension Plan also participated. Financial terms were not disclosed. The firm's management team will continue leading the company, with existing employee and adviser shareholders retaining significant ownership. Based in Folsom, Allworth serves clients across all 50 US states through more than 40 offices, offering integrated financial planning services including investment management, tax planning, estate planning and insurance. CEO John Bunch said the partnership with all three investors will help accelerate growth and expand capabilities whilst maintaining the firm's existing culture and client-focused approach.
Integrum to partner with Allworth Financial. Simpson Thacher is representing Integrum Holdings LP in connection with a new strategic investment partnership co-led by Integrum, Lightyear Capital LLC and Ontario Teachers' Pension Plan with Allworth Financial. As part of the transaction, Allworth's management team will continue to lead the company, and existing employee and advisor shareholders will have significant ownership of Allworth. Allworth Financial is a national, full-service registered investment advisory firm with approximately $35 billion in assets under management and administration. Serving clients in all 50 states through more than 40 offices nationwide, Allworth delivers integrated financial planning services, including investment management, tax planning and preparation, estate planning, insurance, and 401(k) management. The Simpson Thacher team includes Michael Chao, Marni Lerner, Matthew Fisher, Matt Suhosky and Samuel Goldsmith (M&A); Eli Isak, Elizabeth Kates, Abdul Fasinro and Mary Cao (Banking and Credit); David Rubinsky, Laura Gallo and Shivani Motamarri (Executive Compensation and Employee Benefits); Sophie Staples, Edward Grais and Elizabeth Trask (Tax); Justin Browder and John Rupp (Investment Regulatory); Caroline Geiger, Dewey Kang and Corina DeFeo (Intellectual Property); Toby Chun and Erin Magoffie (Environmental) and Karen Kazmerzak and Matthew Evola (Antitrust). Team and contacts. Related insights. Related services. Related practice areas.
Allworth Financial announces expansion of strategic investor group. PR Newswire Today at 11:30am PDT Integrum, Lightyear Capital and Ontario Teachers' Pension Plan to Support Continued National Growth FOLSOM, Calif., April 30, 2026 /PRNewswire/ - Allworth Financial ("Allworth" or the "Company"), an award winning, full-service national wealth management advisory firm, announces today that it has entered a new strategic investment partnership co-led by Integrum Holdings LP ("Integrum"), Lightyear Capital LLC ("Lightyear") and Ontario Teachers' Pension Plan ("Ontario Teachers'"). As part of the transaction, Allworth's management team will continue to lead the Company, and existing employee and advisor shareholders will have significant ownership of Allworth. Founded in 1993, Allworth is one of the largest and fastest-growing independent registered investment advisory firms. Serving clients in all 50 states through more than 40 offices in the U.S., Allworth delivers integrated financial planning services, including investment management, tax planning and preparation, estate planning, insurance, and 401(k) management. With approximately $35 billion in assets under management and administration, Allworth is consistently recognized as a top 20 RIA by Barron's. Allworth is committed to providing scalable, personalized financial guidance that helps clients plan wisely and enjoy life. "We are grateful for the partnership Lightyear and Ontario Teachers' have provided over the past five years and are excited to welcome Integrum. With all three investors at the table, we have the right group of thought and capital partners to accelerate our growth and expand our capabilities" said John Bunch, Chief Executive Officer of Allworth. "From our earliest conversations, our partners are aligned with what makes Allworth work: our people, our culture, and our commitment to clients. We are not looking to change the formula that makes Allworth a premier wealth management firm - we are continuing to invest behind it." Mark Vassallo, Managing Partner at Lightyear said, "Working with John and the Allworth team over the past five years on multiple growth initiatives has benefited clients and shareholders alike. We are excited to continue building the business in the next chapter." Max Rakhlin, Partner at Lightyear added, "Our renewed partnership with Allworth represents Lightyear's ninth investment in the wealth management and retirement sector since 2010. We look forward to building on Allworth's success with our partners at Ontario Teachers' and Integrum." "We are excited to continue our relationship with Allworth's management team alongside our longstanding partner Lightyear and new investor Integrum. Allworth's strong leadership team, national scale, and differentiated platform make it well positioned to benefit from continued industry tailwinds. We will leverage our deep expertise investing in wealth management businesses globally to help the Company execute its value creation plan and build on the momentum we have seen over the past five years" said Jeff Markusson, Senior Managing Director at Ontario Teachers'. Tagar Olson, Founding Partner at Integrum said, "Allworth has built something exceptional: a national platform with real scale, a leadership team that operates with discipline and focus, and a culture that puts clients first. We're excited to partner with John and the Allworth team, alongside Lightyear and Ontario Teachers', to accelerate organic growth by investing in the talent, technology, and capabilities that will continue to scale the platform and enable Allworth's advisors to deliver more value to their clients." William Blair & Company served as lead financial advisor to Allworth, with Houlihan Lokey also serving as a financial advisor to the Company. Davis Polk & Wardwell LLP served as legal counsel to Allworth. Simpson Thacher & Bartlett LLP served as legal counsel to Integrum. About Allworth Financial Allworth Financial is a national, full-service registered investment advisory firm with approximately $35 billion in assets under management and administration. Serving clients in all 50 states through more than 40 offices nationwide, Allworth delivers integrated financial planning services, including investment management, tax planning and preparation, estate planning, insurance, and 401(k) management. Advisors and firms interested in joining Allworth's national platform can find partnership details at allworthfinancial.com/partnerwithus About Lightyear Capital Lightyear Capital is a New York-based private equity firm that partners with growing companies at the nexus of financial services and technology, health care and business services. For over 25 years, Lightyear has worked closely with management teams and leveraged its industry expertise, network of advisors and operating resources to accelerate growth and build market-leading businesses. As of December 31, 2025, the firm had assets under management of $8.1 billion. For more information, please visit www.lycap.com. About Ontario Teachers' Ontario Teachers' is a global investor with net assets of $279.4 billion as at December 31, 2025. Ontario Teachers' is a fully funded defined benefit pension plan, and it invests in a broad array of asset classes to deliver retirement security for 346,000 working members and pensioners. For more information, visit otpp.com and follow The Bee News on LinkedIn. About Integrum Integrum invests in technology-enabled services companies, partnering with management teams to accelerate growth. Founded by experienced investors and operators with complementary backgrounds and deep industry relationships, the firm pursues a high-conviction, concentrated approach - proactively sourcing opportunities and working closely with portfolio companies to scale through technology, talent, and expansion into adjacent markets and service offerings. Learn more at www.integrum.The Bee News. SOURCE Allworth Financial This is a paid placement. For further inquiries, please contact PR Newswire directly.