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← Allworth Financial

Senior Staff Accountant

Allworth Financial
Location
Walnut Creek, California, United States
Posted
12 days ago
Department
Tax Solutions
Salary
$115,000-$135,000
What they actually want (must-haves)
  • BS/BA Degree, accounting preferred
  • 5+ years individual/business entity tax preparation experience
  • Proficiency in income tax planning and compliance
  • Strong Excel and other software skills
  • Excellent oral and written communication skills and attention to detail
  • Strong interpersonal and client service skills
Nice to have
  • Active CPA/EA license preferred
  • Multi-state tax preparation/filing experience preferred
  • Experience preparing and reviewing complex individual and business tax returns; trust, estate and 709 experience is a plus
  • Intuit Lacerte tax software experience preferred
What the job really is

The Senior Tax Accountant at Allworth Financial will be responsible for providing tax services to clients, including the preparation of federal, state, and local income tax returns, tax projections, and notice resolution. This role involves direct client interaction, collaboration with financial advisors on tax strategies, and reviewing staff work while providing training and feedback.

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
Things to weigh
  • Base salary range is $115,000-$135,000, which may vary based on location and experience
  • Hybrid role available only for those located near an office
  • The job description is not exhaustive and actual responsibilities may vary
Job score4.6/5
Benefits5/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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