Tax Preparer

Overview 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. Allworth Financial is a high growth, private equity backed, multi-branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through acquisitions and strong organic growth. Allworth is considered a great place to work and has been recognized for employee and client satisfaction. Summary We’re currently seeking a Tax Preparer for our Folsom, CA office. The Tax Advisor is responsible for tax services provided to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This position involves client-facing activities, delivering comprehensive tax services to new and existing clients, and supporting our advisors and financial planning team with strategic tax planning. This is a full-time, exempt position reporting to 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 of 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 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 Future growth opportunities within the company Equal employment opportunity and related legal notices may apply as part of the application process. #J-18808-Ljbffr