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← Allworth Financial

Staff Accountant

Allworth Financial
Location
Walnut Creek, California, United States
Posted
12 days ago
Department
Tax Solutions
Salary
$68,000-$78,000
What they actually want (must-haves)
  • BS/BA Degree, accounting preferred
  • Strong attention to detail and ability to work accurately with deadlines
  • Strong Excel and other software skills
  • Ability to handle multiple priorities, clients and tight deadlines
  • Strong written and verbal communication skills
  • Professional judgment, discretion, and respect for confidential information
Nice to have
  • CPA/EA-track candidate or interest in pursuing the licensure preferred
  • Accounting or tax-preparation experience is helpful but not required
What the job really is

The Staff Accountant role at Allworth Financial involves preparing individual, business, and trust tax returns, as well as organizing client information and supporting tax-related deliverables. The position requires attention to detail and offers hands-on experience in tax preparation and financial planning services. It is a full-time, hybrid role based in Walnut Creek, CA.

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 $68,000-$78,000, which may vary based on location and experience
  • Position is entry-level, which may limit immediate career advancement opportunities
  • Hybrid role requires proximity to one of the offices for flexibility
Job score4.4/5
Benefits5/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency5/5

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