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Allworth Financial
Walnut Creek, California, United States
Source: Allworth Financial careers · View original posting
From Allworth Financial's posting. “We” and “our” refer to the employer.
Allworth Financial ( www.allworthfinancial.com
) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.
We are seeking an organized, detail-oriented Entry-Level Tax Staff Accountant to join our Walnut Creek office. This position supports the preparation of individual, business and trust tax returns, as well as related client deliverables.
The ideal candidate is dependable, able to work accurately with financial information, and eager to build a career in tax. This role provides hands-on experience preparing tax returns, organizing client information, and supporting clients through integrated tax and financial planning services.
This is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role if you are located near one of our offices.
The base salary range for this role is $68,000-$78,000 per year depending on location and experience. In addition, we also provide generous benefits to all our full-time employees.
Prepare workpapers and supporting schedules for various tax returns.
Enter and organize client tax data accurately in tax-preparation software.
Reconcile financial statements, bookkeeping records, and tax documents to return workpapers.
Assist with tax projections, estimated tax calculations, extensions, and notices.
Identify missing information, inconsistencies, and follow-up questions for review by senior staff.
Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
Performs other duties as assigned
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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