Sr. Tax Accountant

Pleasant Hill, California, United States 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 has been recognized as a Barron's Top 40 RIA in 2024 and has received the prestigious “Circle of Excellence” award from the National Business Research Institute for employee and client satisfaction in 2021. SUMMARY 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. Pay range is $85,000‑$95,000. DUTIES AND RESPONSIBILITIES During tax season, work closely with the firm’s senior partners and managers to review large volumes of individual, partnership, and corporate income tax returns, preparing returns of various complexities. Assist with IRS and state tax notices and audits. Work on year‑end tax projections. Collaborate with tax managers, partners, and other staff accountants. QUALIFICATIONS A bachelor’s degree (accounting preferred). Ability to work in a fast‑paced environment and collaborate well with others. Lacerte software experience preferred. Excellent PC skills, including accounting software and Microsoft Office. Excellent written, verbal, and listening communication skills. 3‑5 years of relevant experience in CPA, tax, or accounting office. CPA, EA, or in process of obtaining one (preferred). BENEFITS We value our associates’ time and effort. Our commitment to your success is enhanced by a 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 401(k) contributions. Exempt associates qualify for our flexible paid time‑off policy. Non‑exempt associates 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. Future growth opportunities within the company. Benefits are available to full‑time associates who work more than 30 hours a week. 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. 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. Interested in building your career at Allworth Financial? Get future opportunities sent straight to your email. As set forth in Allworth Financial’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. #J-18808-Ljbffr