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← Allworth Financial

Tax Preparer

Allworth Financial
Location
Folsom, California, United States; Walnut Creek, 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 to clients, including preparing and reviewing individual income tax returns, analyzing tax situations, and resolving notices from tax agencies. The role involves client interaction, collaborating with financial advisors on tax strategies, and requires strong communication skills. This full-time position is based in either Folsom or Walnut Creek, California.

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
  • Full-time associates must work more than 30 hours a week to qualify for benefits
  • The job description is not exhaustive and actual responsibilities may vary
Job score3.8/5
Benefits5/5
Freshness1/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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