Senior Tax Advisor

17 hours ago


Cincinnati, Ohio, United States Allworth Financial Full time
Senior Tax Advisor Job Description

Allworth Financial is a leading investment advisory firm seeking a highly skilled Senior Tax Advisor to join our team. As a Senior Tax Advisor, you will be responsible for providing comprehensive tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will work closely with our financial planning team to develop strategic tax plans and provide expert advice to clients.

Key Responsibilities:
  • Prepare and review individual income tax returns, providing feedback to staff
  • Review situations and transactions to determine federal, state, and local filing requirements
  • Analyze and respond to IRS, state, and local tax agency notices
  • Participate in tax strategy discussions with clients and collaborate with financial advisors
  • Identify and resolve client tax-related questions and issues
  • Exhibit strong communication skills with clients, advisors, tax authorities, firm staff, and management
Requirements:
  • BS/BA Degree, accounting preferred
  • Current CPA license
  • 4+ years individual tax preparation experience
  • Proficiency in income tax planning and compliance
  • Multi-state tax preparation/filing experience preferred
  • Form 1041 Trust & Estate and Form 709 Gift return experience preferred
  • Strong Excel and other software skills
  • Intuit Lacerte tax software experience preferred
  • Excellent oral and written communication skills and attention to detail
  • Strong interpersonal and client service skills
  • Ability to handle multiple priorities, clients, and tight deadlines
Benefits:
  • Competitive base pay
  • Extensive benefits package, including medical, dental, vision, and 401K contributions
  • Flexible working arrangements
  • Generous paid time off policy
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company

Allworth Financial is committed to providing a collaborative and creative work environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture. We strive to maintain the best possible environment for our associates, where people can learn and grow with the firm.


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