Senior Staff Accountant

Allworth Financial; United States; Hybrid; USD 115,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Flexible PTO

Equity Purchase Program

Job summary

Allworth Financial seeks an experienced Senior Tax Accountant in Walnut Creek to handle federal, state, and local tax returns, projections, and planning. This full-time, exempt role offers a hybrid work arrangement for those near offices.

The position includes client-facing tax work and collaboration with advisors, with a base salary of $115,000–$135,000 annually plus generous benefits.

Qualifications

• BS/BA degree in accounting preferred.
• Active CPA/EA license preferred.
• 5+ years of individual and business 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.

Responsibilities

• Prepare and review individual and business income tax returns.
• Determine federal, state and local filing requirements.
• Analyze and respond to IRS, state and local notices.
• Participate in tax strategy discussions with clients and advisors.
• Identify and resolve client tax questions and issues.
• Exhibit strong communication with clients, advisors, tax authorities, staff, and management.
• Review staff work and provide training.
• Performs other duties as assigned

Skills

Tax preparation

Tax planning

Client service

Communication

Multistate tax

Attention to detail

Education

BS/BA in accounting

CPA or EA license

Tools

Excel

Lacerte

Job description

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. 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 insurancewith 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.

As set forth in Allworth Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.