Staff Accountant
Job Description
<div class="content-intro"><p></p> <p data-olk-copy-source="MessageBody"></p> <p><strong data-olk-copy-source="MessageBody">About Allworth Financial</strong></p> <p data-olk-copy-source="MessageBody">Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.</p> <p>Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.</p> <p><span data-olk-copy-source="MessageBody">Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.</span></p> <p></p></div><h1><span style="font-size: 14pt;">SUMMARY:</span></h1> <p>We are seeking an organized, detail-oriented Entry-Level Tax Staff Accountant to join our Walnut Creek office. This position supports the preparation of individual, business and trust tax returns, as well as related client deliverables.</p> <p>The ideal candidate is dependable, able to work accurately with financial information, and eager to build a career in tax. This role provides hands-on experience preparing tax returns, organizing client information, and supporting clients through integrated tax and financial planning services.</p> <p> </p> <p><strong>This is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role if you are located near one of our offices.</strong></p> <p><strong>The base salary range for this role is $68,000-$78,000 per year depending on location and experience. In addition, we also provide generous benefits to all our full-time employees. </strong></p> <p> </p> <h1><span style="font-size: 14pt;">DUTIES AND RESPONSIBILITIES:</span></h1> <ul> <li>Prepare workpapers and supporting schedules for various tax returns.</li> <li>Enter and organize client tax data accurately in tax-preparation software.</li> <li>Reconcile financial statements, bookkeeping records, and tax documents to return workpapers.</li> <li>Assist with tax projections, estimated tax calculations, extensions, and notices.</li> <li>Identify missing information, inconsistencies, and follow-up questions for review by senior staff.</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> <p> </p> <h1><span style="font-size: 14pt;">QUALIFICATIONS:</span></h1> <ul> <li>BS/BA Degree, accounti