Job Description
Job Title: Tax Preparer (Staff Accountant)
Location: Folsom, CA
Allworth Financial ( is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
SUMMARY
Were currently seeking a Tax Preparer for our Folsom, CA office. The Tax Advisor is responsible for tax services provided to clients such as federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This position will involve client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our advisors and financial planning team with strategic tax planning.
This is a full-time, exempt position that will report into the Folsom, CA office. The base salary range is $80-85K
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
Performs 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
Ability to handle multiple priorities, clients and tight deadlines
...WISCONSIN Full fluency in English and Spanish Able to provide at least one of the following accreditations: American Translation Association (ATA) Trained or accredited through a higher education institution DESIRED SKILLS: Experience working...
...Come join our growing organization in Midland, TX! Allegiance Crane & Equipment is a top employer for crane operators!We are looking for full-time hard-working, team players to operate a fleet of hydraulic cranes. We offer a strong work environment & team culture...
...the Cultural Resource Team in Phoenix, Arizona. This full-time position will involve fieldwork under supervision, documenting archaeological resources, and data recording.The ideal candidate should possess a BA/BS in a relevant field and be willing to travel for fieldwork...
...Description Job Description **FULL OR PART-TIME POSITIONS AVAILABLE****MUST HAVE AFTERNOON... ...Team Member who is as passionate about food quality, customer service, & community as... ...salads, & sandwiches all made with honest, whole ingredients.A successful Back of House...
...Level 3 Vehicle Operator We are hiring Level 3 Vehicle Operators to support an innovative... ...this role, you will operate and support test vehicles in real-world environments while... ...What We're Looking For Valid driver's license with a strong driving record...