Tax Senior
$85k - $115kAllworth Financial, LP
Hybrid Advisor/Senior - HNWI, Estate, Gift
We are a high growth, private equity backed, multi branch Registered Investment Advisor.
We are seeking an experienced Tax Advisor (near a Senior or Experienced Staff level) with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.
The Tax Advisor (Experienced Staff/Senior) 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 existing clients, and assisting our financial advisors and financial planning team with strategic tax planning.
This is a full-time, Exempt role based out of our Folsom (Sacramento area) or Addison (north Dallas area) offices on a hybrid basis. This position is a hybrid role with a 2-3 days/week expectation on a regular basis, some flexibility. The base salary range for this role is $85,000-$115,000 per year, depending on CPA progress, number of years experience, familiarity with HNWI, Gift and Trust, and interview interactions.
In addition, we also provide generous benefits to all our full-time employees, including unlimited PTO.
10 Paid holidays per year
Unlimited PTO available - NOT Accrual-based
30 hours of sick time per year
401k with employer match
Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Vincent Steger is recruiting for this position Email me your resume to apply for this job
Vacancy posted 8 hours ago
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