Tax Preparer

Allworth Financial•Walnut Creek, CA

1d•$75,000 - $110,000•Hybrid

About The Position

Allworth Financial is seeking a Tax Preparer for their office. The Tax Advisor is responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This role involves client-facing activities, delivering comprehensive tax services to new and existing clients, and supporting advisors and the financial planning team with strategic tax planning. This is a full-time, exempt position reporting to the Folsom, CA or Walnut Creek Office. The base salary range is $75-110K.

Requirements

BS/BA Degree, accounting preferred
Current CPA license
2+ years individual tax preparation 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 preferred
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

Nice To Haves

Multi-state tax preparation/filing experience
Form 1041 Trust & Estate and Form 709 Gift return experience
Intuit Lacerte tax software experience

Responsibilities

Apply technical knowledge to prepare and review individual income tax returns
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 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
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
Future growth opportunities within the company