Senior Tax Accountant - Client-Focused, Hybrid Role

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 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.