Tax Preparer

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

Benefits offered by this job

Medical and dental insurance

Vision insurance

401K with company contributions

Flexible paid time off

11 paid holidays

Equity Purchase Program

Flexible working arrangements

Job summary

Allworth Financial is seeking a Tax Preparer for its Folsom, CA office. The role involves preparing federal, state, and local tax returns, tax projections, and notices, with client-facing responsibilities and collaboration with advisors on strategic tax planning.

This full-time, exempt position reports to the Folsom office and offers a base salary range of $75-110K, with benefits and opportunities for growth within the firm.

Qualifications

• CPA designation and 2+ years of individual tax preparation experience.
• BS/BA in accounting preferred.
• Proficiency in income tax planning and compliance.
• Experience with multi-state returns.
• Strong Excel and tax software skills (Intuit Lacerte preferred).
• Excellent written and verbal communication and attention to detail.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Prepare and review individual income tax returns.
• Determine federal, state and local filing requirements.
• Respond to IRS notices and client inquiries.
• Participate in tax strategy discussions with clients and advisors.
• Exhibit strong client communication and service.
• Support the team with tax planning and notices.

Skills

Excellent communication

Attention to detail

Multitasking

Client service

Education

BS/BA in accounting

CPA license

Tools

Intuit Lacerte

Excel

Job description

Summary

We’re currently seeking a Tax Preparer for our Folsom, CA office. The Tax Advisor 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 position that will report into the Folsom, CA office. The base salary range is $75-110K

Duties And Responsibilities

• Apply technical knowledge to prepare and review individual income tax returns
• Review situations and transactions to determine federal, state and local filing requirements
• Analyze and respond to 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
• Performs other duties as assigned

Qualifications

• BS/BA Degree, accounting preferred
• Current CPA license
• 2+ years individual tax preparation experience
• Proficiency in income tax planning and compliance
• Multi-state tax preparation/filing experience preferred
• Form 1041 Trust & Estate and Form 709 Gift return experience preferred
• 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.

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