Staff Accountant

United States·Walnut Creeklead

Finance & AccountingAccountant

0 views0 saves0 applied

Apply Now

Quick Summary

Key Responsibilities

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,

Requirements Summary

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.

Technical Tools

Finance & AccountingAccountant

Allworth Financial (www.allworthfinancial.com) 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 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.

What We Offer

~2 min read

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:

✓Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates

✓Dental insurance with MetLife

✓Vision insurance with VSP

✓Optional supplemental benefits

✓Healthcare savings accounts with company contribution

✓Flexible spending accounts

✓Flexible working arrangements

✓Generous 401K contributions

✓Exempt associates qualify for our flexible paid time off policy

✓Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment

✓11 Paid Holidays

✓Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)

✓Future growth opportunities within the company

Responsibilities

~1 min read

→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