Tax Preparer

Tax Preparer

Allworth Financial is seeking a Tax Preparer for its Folsom, CA office. This is a full-time, exempt position reporting to the Folsom, CA office.

Duties And Responsibilities

• Apply technical knowledge to prepare and review individual income tax returns
• Review situations and transactions to determine federal, state and local filing requirements
• Analyze and respond to IRS, state, and local tax agency notices
• Participate in tax strategy discussions with clients and collaborate with their financial advisors
• Identify and resolve client tax related questions and issues
• Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
• Perform other duties as assigned

Qualifications

• BS/BA Degree, accounting preferred
• Current CPA license
• 2+ years individual tax preparation experience
• Proficiency in income tax planning and compliance
• Multi-state tax preparation/filing experience preferred
• Form 1041 Trust & Estate and Form 709 Gift return experience preferred
• Strong Excel and other software skills
• Intuit Lacerte tax software experience preferred
• Excellent oral and written communication skills and attention to detail
• Strong interpersonal and client service skills
• Able to handle multiple priorities, clients and tight deadlines

Benefits

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

Benefits

• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

Company Culture

• We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
• We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package