Tax Preparer

Tax Preparer

Allworth Financial is seeking a Tax Preparer to join our team. This position offers comprehensive tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis.

• Prepare and review individual income tax returns
• Analyze and respond to IRS, state, and local tax agency notices
• Collaborate with clients and their financial advisors on tax strategy discussions
• Resolve client tax-related questions and issues
• Communicate effectively with clients, advisors, tax authorities, firm staff, and management

Duties And Responsibilities

This position involves client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our advisors and financial planning team with strategic tax planning.

Qualifications

• Bachelor’s Degree in Accounting or related field preferred
• Current CPA license
• 2+ years of individual tax preparation experience
• Experience with multi-state tax preparation and filing
• Experience with Form 1041 Trust & Estate and Form 709 Gift returns
• Proficiency in Excel and other relevant software
• Experience with Intuit Lacerte tax software
• Strong communication skills (verbal and written)
• Attention to detail and ability to handle multiple priorities
• Strong interpersonal and client service skills

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA), Kaiser (HMO)
• Dental insurance with MetLife
• Vision insurance with VSPO
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Grossly generous 401K contributions