Senior Staff Accountant

Allworth Airline Advisors (Formerly RAA); Walnut Creek (CA); Hybrid; USD 115,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K plan

Flexible PTO

Paid holidays

Job summary

Allworth Airline Advisors in Walnut Creek, CA seeks an experienced Senior Tax Accountant to handle federal, state, and local tax return preparation, projections, and notices for a diverse client base.

This full-time, exempt role offers hybrid work near our Walnut Creek office, a base salary of $115,000–$135,000, generous benefits, and opportunities to contribute to tax planning with our advisory team.

Qualifications

• 5+ years of experience in individual and business tax preparation.
• Experience with multi-state tax filings.
• Proficiency in income tax planning and compliance.
• Strong Excel and software skills.
• Excellent written and verbal communication.

Responsibilities

• Prepare and review individual and business tax returns.
• Determine federal, state and local filing requirements.
• Respond to IRS, state, and local notices.
• Participate in tax strategy discussions with clients and advisors.
• Address client tax questions and issues.
• Communicate effectively with clients, advisors, authorities, staff, and management.
• Review staff work and provide training.
• Perform other duties as assigned.

Skills

Tax preparation

Excel skills

Client service

Multi-state tax

Education

BS/BA in Accounting

CPA/EA license preferred

Tools

Intuit Lacerte

Job description

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 insurance with 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.