Tax Preparer

<div class="content-intro"><p>Allworth Financial (<a href="http://www.allworthfinancial.com/">www.allworthfinancial.com</a>) 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.</p> <p>Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</p></div><h3>SUMMARY</h3> <p>We’re 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.</p> <p>This is a full-time, exempt position that will report into the Folsom, CA office. The base salary range is $80-85K</p> <h3>DUTIES AND RESPONSIBILITIES</h3> <ul> <li>Apply technical knowledge to prepare and review individual income tax returns</li> <li>Review situations and transactions to determine federal, state and local filing requirements</li> <li>Analyze and respond to IRS, state, and local tax agency notices</li> <li>Participate in tax strategy discussions with clients and collaborate with their financial advisors</li> <li>Identify and resolve client tax related questions and issues</li> <li>Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management</li> <li>Performs other duties as assigned</li> </ul> <h3>QUALIFICATIONS</h3> <ul> <li>BS/BA Degree, accounting preferred</li> <li>Current CPA license</li> <li>2+ years individual tax preparation experience</li> <li>Proficiency in income tax planning and compliance