Senior Tax Accountant: Tax Planning & Client Advisory

TRC Talent Solutions; Walnut Creek (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Excel

Communication

Attention to detail

Client service

Multi-state tax

Education

BS/BA in accounting

CPA or EA license

Tools

Lacerte

Job description

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.