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← Allworth Financial

Tax Preparer

Allworth Financial
Location
Folsom, California, United States
Posted
2 months ago
Department
Allworth Tax Solutions
Salary
$75-110K
What they actually want (must-haves)
  • BS/BA Degree, accounting preferred
  • Current CPA license
  • 2+ years individual 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
Nice to have
  • Multi-state tax preparation/filing experience preferred
  • Form 1041 Trust & Estate and Form 709 Gift return experience preferred
  • Intuit Lacerte tax software experience preferred
What the job really is

The Tax Preparer at Allworth Financial will be responsible for providing comprehensive tax services, including the preparation of federal, state, and local income tax returns, tax projections, and analysis. This role involves direct client interactions, assisting with strategic tax planning alongside financial advisors, and addressing client tax-related inquiries. The position is based in Folsom, CA and requires strong communication and analytical skills.

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 $75-110K, which may vary based on experience
  • The role involves client-facing activities, which may require strong interpersonal skills
  • The job description states that it is not exhaustive, indicating potential for additional responsibilities
Job score3.8/5
Benefits5/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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