Tax Advisor: Returns & Planning (CPA)

Allworth Airline Advisors (Formerly RAA); Walnut Creek (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Job summary

Allworth Financial seeks a Tax Preparer to provide comprehensive tax services for clients, including federal, state, and local returns, projections, and strategic planning. The role involves client-facing duties and collaboration with advisors and the financial planning team.

The position is full-time and exempt, reporting to the Folsom, CA or Walnut Creek Office. Salary range is $75–110K annually.

Qualifications

• BS/BA degree, accounting preferred.
• CPA license required.
• 2+ years of individual tax preparation experience.
• Proficiency in income tax planning and compliance.
• Multi-state tax experience preferred.
• Form 1041 Trust & Estate and Form 709 Gift return experience preferred.
• Strong Excel and tax software skills (Intuit Lacerte).
• Excellent oral and written communication and attention to detail.
• Strong interpersonal and client service skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Prepare and review individual income tax returns.
• Determine federal, state and local filing requirements.
• Analyze and respond to IRS/state/local notices.
• Participate in tax strategy discussions with clients and advisors.
• Resolve client tax questions and issues.
• Demonstrate strong verbal, written, and presentation communication with clients and staff.
• Perform other duties as assigned.

Skills

Strong communication skills

Interpersonal and client service

Attention to detail

Ability to manage multiple priorities

Education

BS/BA Degree, accounting preferred

Current CPA license

2+ years individual tax preparation experience

Tools

Excel

Intuit Lacerte

Job description

Allworth Financial seeks a Tax Preparer to provide comprehensive tax services for clients, including federal, state, and local returns, projections, and strategic planning. The role involves client-facing duties and collaboration with advisors and the financial planning team.

The position is full-time and exempt, reporting to the Folsom, CA or Walnut Creek Office. Salary range is $75–110K annually.