Staff Accountant

Allworth Financial (www.allworthfinancial.com) 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.

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.

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.

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.

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.

• →Prepare workpapers and supporting schedules for various tax returns.
• →Enter and organize client tax data accurately in tax-preparation software.
• →Reconcile financial statements, bookkeeping records, and tax documents to return workpapers.
• →Assist with tax projections, estimated tax calculations, extensions, and notices.
• →Identify missing information, inconsistencies, and follow-up questions for review by senior staff.
• →Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
• →Performs other duties as assigned

• BS/BA Degree, accounting preferred
• CPA/EA-track candidate or interest in pursuing the licensure preferred.
• Accounting or tax-preparation experience is helpful but not required.
• Strong attention to detail and ability to work accurately with deadlines.
• Strong Excel and other software
• Ability to handle multiple priorities, clients and tight deadlines
• Strong written and verbal communication skills.
• Professional judgment, discretion, and respect for confidential information.
• A positive, collaborative attitude and willingness to learn from feedback.