Senior Tax Accountant

TRC Talent Solutions; Walnut Creek (CA); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

Allworth Financial in Walnut Creek, CA seeks a Senior Tax Accountant to prepare and review federal, state, and local tax returns for individuals and businesses. You will participate in tax planning discussions with clients and advisors, and manage notices from tax authorities.

The role requires strong Excel skills, detail orientation, and multi-state tax experience, with CPA/EA preferred. This position offers client-facing opportunities and collaboration with the planning team.

Competenze

• BS/BA degree in accounting or related field.
• Active CPA/EA license preferred.
• 5+ years of individual and business tax preparation experience.
• Strong proficiency in income tax planning and compliance.
• Experience with multi-state tax preparation/filing.

Mansioni

• Prepare and review individual and business income tax returns.
• Analyze filing requirements at federal, state and local levels.
• Respond to IRS/state/local notices and inquiries.
• Participate in tax strategy discussions with clients and advisors.
• Review staff work and provide training where needed.
• Support tax planning activities for clients and advisors.

Conoscenze

Excel

Communication

Attention to detail

Client service

Multi-state tax

Formazione

BS/BA in accounting

CPA or EA license

Strumenti

Lacerte

Descrizione del lavoro

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Summary:

Allworth Financial is 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.

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

Equal Opportunity Employer

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.