Job description

About Allworth Financial Allworth Financial ( www.allworthfinancial.com ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives. Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth. Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com. SUMMARY: We’re currently seeking an experienced Senior Tax Accountant for our Walnut Creek office. The Senior Tax Accountant is responsible for tax services provided to clients such as federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our advisors and financial planning team with strategic tax planning. This is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role if you are located near one of our offices. The base salary range for this role is $115,000-$135,000 per year depending on location and experience. In addition, we also provide generous benefits to all our full-time employees. DUTIES AND RESPONSIBILITIES: Apply technical knowledge to prepare and review individual and business entity income tax Review situations and transactions to determine federal, state and local filing requirements Analyze and respond to the IRS, state, and local tax agency notices Participate in tax 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 Review staff work, provide training and constructive feedback Performs other duties as assigned QUALIFICATIONS: BS/BA Degree, accounting preferred Active CPA/EA license preferred 5+ years individual/business entity tax preparation experience Proficiency in income tax planning and compliance Multi-state tax preparation/filing experience preferred Experience preparing and reviewing complex individual and business tax returns; trust, estate and 709 experience is a plus. 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 BENEFITS We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment 11 Paid Holidays Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible) Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy .

Requirements

Must-haves

This is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role if you are located near one of our offices.
Apply technical knowledge to prepare and review individual and business entity income tax
Review situations and transactions to determine federal, state and local filing requirements
Analyze and respond to the IRS, state, and local tax agency notices
Participate in tax 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
Review staff work, provide training and constructive feedback
Performs other duties as assigned
5+ years individual/business entity tax preparation experience
Proficiency in income tax planning and compliance
Strong Excel and other software skills
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

Nice-to-haves

BS/BA Degree, accounting preferred
Active CPA/EA license preferred
Multi-state tax preparation/filing experience preferred
Experience preparing and reviewing complex individual and business tax returns; trust, estate and 709 experience is a plus.
Intuit Lacerte tax software experience preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Paid Time Off