Senior Staff Accountant

Allworth Financial; Walnut Creek (CA); On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k contributions

Paid time off

Job summary

Allworth Financial is seeking an experienced Senior Tax Accountant for the Walnut Creek, CA office. The role focuses on federal, state, and local tax preparation, projections, and tax planning, with client-facing duties alongside advisors and the planning team. This is a full-time, Exempt position with potential hybrid work near the offices.

The base salary ranges from $115,000 to $135,000 per year, contingent on location and experience, and is accompanied by a comprehensive benefits package.

Qualifications

• BS/BA in accounting (or equivalent) required or preferred.
• CPA/EA license preferred.
• 5+ years of individual and business tax return preparation experience.
• Proficiency in tax planning and compliance.
• Multi-state tax preparation experience preferred.
• Experience with complex returns: trust/estate/709 beneficial.
• Strong Excel and other software skills; Lacerte experience preferred.
• Excellent oral and written communication and client service.

Responsibilities

• Prepare and review individual and business tax returns.
• Determine federal, state, and local filing requirements.
• Respond to IRS and tax agency notices.
• Discuss tax strategy with clients and advisors.
• Resolve client tax questions and issues.
• Communicate clearly with clients, advisors, and staff.

Skills

Tax preparation

Communication skills

Multitasking

Interpersonal skills

Attention to detail

Education

Bachelor's degree in accounting

CPA/EA license preferred

Tools

Intuit Lacerte

Microsoft Excel

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 based out of Walnut Creek, CA. 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.