CPA Tax Advisor - Personal Returns & Planning

Allworth Financial, LP; Folsom (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible spending accounts

Job summary

Allworth Financial, LP in Folsom, CA or Walnut Creek, CA is seeking a Tax Preparer. The Tax Advisor provides federal, state, and local income tax preparation, tax projections and analysis, and notices resolution with client-facing responsibilities. Collaboration with advisors and the planning team is required.

This is a full-time exempt role with a base salary range of $75-110K and a benefits package. The company emphasizes client education and long-term retirement planning.

Qualifications

• 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

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

Skills

Excel

Communication skills

Interpersonal skills

Multitasking

Tax planning

Education

BS/BA Degree, accounting preferred

Current CPA license

Tools

Intuit Lacerte

Job description

Allworth Financial, LP in Folsom, CA or Walnut Creek, CA is seeking a Tax Preparer. The Tax Advisor provides federal, state, and local income tax preparation, tax projections and analysis, and notices resolution with client-facing responsibilities. Collaboration with advisors and the planning team is required.

This is a full-time exempt role with a base salary range of $75-110K and a benefits package. The company emphasizes client education and long-term retirement planning.