Tax Preparer
About The Position
Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. We are a high growth, private equity backed, multi-branch Registered Investment Advisor founded in 1993. We are a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. We are a multi-billion dollar firm on track for continued growth. Allworth is considered a great place to work and has received the "Circle of Excellence" award for employee and client satisfaction in 2021, and was recognized as a Barron's Top 40 RIA in 2024. We are currently seeking a Tax Preparer for our Allworth office. The Tax Advisor 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 position that will report into the Folsom, CA or Walnut Creek Office office.
Requirements
- BS/BA Degree, accounting preferred
- Current CPA license
- 2+ years individual 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
- Multi-state tax preparation/filing experience preferred
- Form 1041 Trust & Estate and Form 709 Gift return experience preferred
- Intuit Lacerte tax software experience preferred
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 (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
