Senior Tax Advisor

4 weeks ago


Dallas, Texas, United States Allworth Financial Full time

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.

This role will involve client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our advisors and financial planning team with strategic tax planning.

The ideal candidate will have a strong understanding of tax laws and regulations, excellent communication skills, and the ability to work in a fast-paced environment.

We offer a competitive salary, comprehensive benefits package, and opportunities for growth and development.

Key Responsibilities:

  • Prepare and review individual income tax returns
  • 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

Requirements:

  • BS/BA Degree, accounting preferred
  • Current CPA license
  • 4+ years individual tax preparation experience
  • Proficiency in income tax planning and compliance

Benefits:

  • Competitive salary
  • Comprehensive benefits package
  • Opportunities for growth and development

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