CPA Tax Advisor - Personal Returns & Planning
$75k - $110kAllworth Financial, LP
Allworth Financial, LP in Folsom, CA or Walnut Creek, CA is seeking a Tax Preparer. The Tax Advisor provides federal, state, and local income tax preparation, tax projections and analysis, and notices resolution with client-facing responsibilities. Collaboration with advisors and the planning team is required. This is a full-time exempt role with a base salary range of $75-110K and a benefits package. The company emphasizes client education and long-term retirement planning. #J-18808-Ljbffr Allworth Financial, LP
- Allworth Financial is seeking a Tax Advisor for its Folsom, CA office. This full-time position involves providing... ...of federal, state, and local income tax returns. Ideal candidates should have a BS/BA degree, a current CPA license, and at least 2 years of individual tax...SuggestedFull timeWork at officeLocal areaFlexible hours
- ...Description Our firm has locations in Rocklin and Colfax This is primarily a tax preparation and planning position. If you do not have familiarity with doing both personal and business returns including S Corporations, C Corporations, Trust and Partnerships returns this...PersonalFull timeSeasonal workWork at office
$27 - $41 per hour
...opportunity combines tax expertise,... ...serve as a trusted advisor, empowering customers... ...experts, serving in-person and virtual customers... ...be full-service tax return preparation, providing... ...payroll, financial planning, and advisory... ...(Enrolled Agent), CPA (Certified Public Accountant...PersonalWork at officeLocal areaMonday to Friday$37.44k - $45.76k
...development Calling all Experienced Tax Preparers ! Join our team for an exciting... ..., trust, and/or partnership tax returns ~ Passion for providing extraordinary... ...with regard to the California collection of personal information, as set forth in the "Privacy...PersonalFull timePart timeSeasonal workRelocation packageFlexible hoursShift work$80k - $85k
...specializing in retirement planning, investment advising,... ...re currently seeking a Tax Advisor for our Folsom, CA... ...individual income tax returns Review situations and transactions... ...preferred Current CPA license 2+ years... ...environment where each person feels encouraged to contribute...SuggestedFull timeContract workPart timeInternshipWork at officeLocal areaFlexible hours$80k - $85k
...Description Job Title: Tax Preparer (Staff... ...specializes in retirement planning, investment advising, and... ...Folsom, CA office. The Tax Advisor is responsible for tax... ...individual income tax returns Review situations and... ...preferred ~ Current CPA license ~2+ years individual...Full timeTemporary workWork at officeLocal area$85k - $90k
...equity backed, multi branch Registered Investment Advisor. We are seeking an experienced Tax Preparer/Experienced Tax Staff with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.The Tax Preparer...Hourly payFull timeTemporary workLocal areaRemote work2 days per week3 days per week$84.38k - $135k
...or bring it to new heights. Position Summary The Senior Tax Accountant will play a key role in various tax matters... ...preparation and review of company federal and state income tax returns, income tax accounting, tax planning, tax research and other tax related matters. The...Temporary workWork experience placementVisa sponsorshipFlexible hours$75k - $110k
...specializes in retirement planning, investment... ...Registered Investment Advisor. Founded in... ...currently seeking a Tax Preparer for our Allworth... ...income tax returns Review situations... ...preferred Current CPA license 2+ years individual... ...where each person feels encouraged to...Full timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeLocal areaFlexible hours- South Jersey Industries (SJI) is seeking a Senior Tax Accountant to lead preparation and review of federal and state income tax returns, tax accounting, planning, and audit support. The role emphasizes accuracy, attention to detail, and ability to self-review deliverables...
$130k - $140k
...Net Worth Individual Tax Manager (including... ...) with either a CPA and experience with... ...specializes in retirement planning, investment... ...Registered Investment Advisor. Founded over 30 years... ...trust and gift tax returns and provide staff... ...where each person feels encouraged to...Full timeTemporary workWork at officeLocal areaFlexible hours$70k - $140k
...this role exists Our tax practice runs on pods:... ...quality, and you're the person associates learn from... ...real ownership of their returns, their deadlines, their... ...returns into shaping them: planning ideas, research, client... ...track requires a CPA or EA. Not licensed yet...Work experience placementWork at officeWork from homeFlexible hoursShift workWeekend workAfternoon shift$85k - $105k
...Tick the box, move on. But in tax, experience is really about exposure... .... You won’t just prepare returns, you’ll understand them,... ...exists. But it’s approached with planning, not panic. Why this role is worth... ...and compliance requirements. CPA or actively pursuing (Master’s...$100k - $150k
...We’re currently seeking a Tax Manager for our Folsom, CA,... ...clients, and assisting our advisors and financial planning team with strategic tax planning... ...estate/trust and gift tax returns and provide staff with... ...accounting preferred Valid CPA license 6+ years individual...Full timeContract workPart timeInternshipLocal areaFlexible hours$18 - $22 per hour
...Seasonal Tax Preparer Opportunity Calling all experienced tax preparers! Join our... ...individual, trust, and/or partnership tax returns ~ Passion for providing extraordinary customer... ...your professional success and personal goals. Enjoy a flexible schedule and work...PersonalHourly payExtra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift work$55k - $85k
...role exists Our tax practice runs on... ...you'll prepare real returns for real clients, sit... ...don't need your CPA or EA yet, but you... ...prepare. Around here, planning ideas become paid... ...communication with clients, advisors, tax authorities,... ...work best in person, so this role starts...Full timeWork experience placementInternshipWork at officeWeekend workAfternoon shift$76.96k - $136.24k
...actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...PersonalFull timeTemporary workWork experience placementImmediate start$148.41k - $200.79k
...Develops and maintains an active prospect list, customer outreach plan and quality referral sources in accordance with a sales plan to... ..., operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete...PersonalWork at officeImmediate start$27 per hour
...our caregivers. We are in need of a Personal Care Aide to assist one of our clients... ...tell them it is for employment. You will return 48-72 hours later to have it checked.... ...SOMEONE TEXTS YOU AND SAYS THEY ARE WITH CARE PLANNING INSTITUTE AND THEY WANT TO DO AN...PersonalDaily paidWork at officeLocal areaAll shiftsFlexible hoursShift work- ...point of contact for external auditors and tax advisors, coordinating annual audit activities... ...activities such as cash positioning, liquidity planning, banking relationships, and lender... ...• Certified Public Accountant (CPA) designation preferred• Strong experience...Shift work
$140k - $180k
Tax ManagerLocation: Roseville, CASalary: $140,000... ...our tax compliance and planning initiatives. The Tax Manager... ..., state, and local tax returns.Develop and implement... ...auditors and tax advisors during audits and reviews... ...Accounting or Finance; CPA certification is required...Local area$50k
...Jones invites you to join as a financial advisor, building your own practice with support... ...concerns to accelerate trust and create personalized, comprehensive strategies to help... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...PersonalWork at officeHome officeFlexible hours$125k - $165k
...contributes to meeting the goals in GFT's strategic plan by leading key business development... ...vision, disability, and life insurance.• Tax-deferred 401(k) savings plan.• Competitive... ...for our nimble approach, creativity, and personal touch. Backed by over a century’s...PersonalFull timeWork at officeRemote workFlexible hours$200k - $260k
...opportunity are growing faster than our current tax leadership capacity. This Tax Director... ...Trusts and estate Review complex returns and planning work, providing clear review notes that... .... Qualifications Required CPA license required and in good standing....Full timeWork at officeWeekend work- ...Seasonal Tax AssociateAs a seasonal Tax Associate at H&R Block,... ...gather information, prepare tax returns, and answer questions while... ...in the role. This role is in-person at a local H&R Block tax office... ...compensation or short-term incentive plans, which could generate...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift
$50k
...clients and 20,000 financial advisors across the U.S. and... ...than shareholder returns. Behind everything we... ...accelerate trust and create personalized, comprehensive strategies... ...the branch business plan to increase branch effectiveness... ...k retirement plan, and tax-advantaged accounts:...PersonalWork at officeWork from homeHome officeFlexible hours- ...our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go... ...Our Folsom CA office is looking for a VP, Financial Advisor to help clients achieve their financial goals while providing...PersonalFull timeTemporary workWork at officeFlexible hours
$80k - $120k
...creativity and promoting professional development while honoring personal and family lives. Join our team and help shape the future of... ...supports Program Management in coordinating and managing financial planning and control activities in accordance with contract requirements...PersonalContract workTemporary workFor contractorsLocal area- ...creating opportunities for our people to grow personally, professionally, and financially. We are... ...performing effective risk assessments, planning, assessing the design of controls,... ...Auditor (CISA) or Certified Public Accountant (CPA) preferred Other certifications are a...Full timePart timeWork at officeLocal areaWork from homeHome office2 days per week
$120k - $180k
...much day-to-day oversight of tax work still lands on the firm's... ...your time hands-on — reviewing returns and working directly with clients... ..., and trusts, from planning/scheduling out work item production... ...Qualifications Required ~ Active CPA license in good standing ~7+...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CPA Tax Advisor - Personal Returns & Planning. Be the first to apply!





