Sr. Tax Accountant

Sr. Tax Accountant

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.

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.

We're currently seeking a Staff Tax Accountant for our Pleasant Hill CA office. This is a full-time, Exempt role based out of Pleasant Hill. The pay range is $85,000-$95,000.

Duties And Responsibilities :

• During tax season, work closely with firm's Sr. Partners and Managers to review large volume of Individual, partnership, and corporate income tax returns. Preparation of tax returns of various complexities
• Assist with IRS / State tax notices, and audits.
• Work on year-end tax projections.
• Work together with Tax Managers, Partners and other staff accountants

Qualifications :

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including :

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify.

California residents, click here for our privacy policy.