Tax Preparer / Staff Accountant

Job Description

Job Description

Job Title: Tax Preparer (Staff Accountant)

Location: Folsom, CA

Allworth Financial ( is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

SUMMARY

Were 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 $80-85K

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