Senior Tax Advisor

4 days ago


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

We are seeking a highly skilled Senior Tax Advisor to join our team at Allworth Financial. As a Senior Tax Advisor, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution.

Key Responsibilities:
  • Prepare and review individual income tax returns and provide 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 their 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:
  • Medical: Blue Shield (HMO, 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 25.5 days of paid time off annually, which includes holidays, during the first three years of employment
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package.


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