Senior Staff Accountant

Allworth Financial•Walnut Creek, CA

2d•$115,000 - $135,000•Hybrid

About The Position

Allworth Financial is seeking an experienced Senior Tax Accountant for their Walnut Creek office. This role is responsible for providing comprehensive tax services to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. The position involves client-facing activities, assisting advisors and the financial planning team with strategic tax planning, and reviewing the work of junior staff. This is a full-time, Exempt, hybrid role.

Requirements

BS/BA Degree, accounting preferred
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

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

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

Benefits

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
Flexible paid time off policy for Exempt associates
15 days of paid time off annually during the first three years of employment for Non-Exempt associates
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