Senior Tax Advisor
1 month ago
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
- 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
- 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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