Tax Preparer
Folsom, CA · On-site
$75/hr
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Advisor is responsible for tax services provided to clients such as federal, state, and ...
45 Allworth Financial Service Associate Jobs Hiring Near You
Tax Preparer
Folsom, CA · On-site
$75/hr
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Advisor is responsible for tax services provided to clients such as federal, state, and ...
Tax Manager
Folsom, CA · On-site
$130K - $180K/yr
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Manager is responsible for tax services provided to clients such as federal, state and ...
Tax Manager
Folsom, CA · On-site
$130K - $180K/yr
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Manager is responsible for tax services provided to clients such as federal, state and ...
Client Onboarding Specialist
Dallas, TX · On-site
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Provide superior customer service and ongoing support to seamlessly onboard new referral clients to ...
Client Onboarding Specialist
Dallas, TX · On-site
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Provide superior customer service and ongoing support to seamlessly onboard new referral clients to ...
Tax Manager
Dallas, TX · On-site
$109K - $143K/yr
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Manager is responsible for tax services provided to clients such as federal, state and ...
Tax Manager
Dallas, TX · On-site
$109K - $143K/yr
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Manager is responsible for tax services provided to clients such as federal, state and ...
Senior Wealth Planner
Cincinnati, OH · On-site
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...
Senior Wealth Planner
Cincinnati, OH · On-site
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...
Sr. Data Engineer
Dallas, TX · On-site
$113K - $136K/yr
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... services. BENEFITS We value our associates' time and effort. Our commitment to your success is ...
Sr. Data Engineer
Dallas, TX · On-site
$113K - $136K/yr
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... services. BENEFITS We value our associates' time and effort. Our commitment to your success is ...
Financial Advisor
Houston, TX · On-site
$140K - $150K/yr
Associate Advisor Support * Insurance Planning * Tax Planning Allworth is proud to be a recipient ... Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to ...
Financial Advisor
Houston, TX · On-site
$140K - $150K/yr
Associate Advisor Support * Insurance Planning * Tax Planning Allworth is proud to be a recipient ... Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to ...
Financial Services Intern
Dallas, TX · On-site
$20/hr
... Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our ... What You'll Do * Rotate across teams to understand Allworth Financial's integrated wealth ...
Financial Services Intern
Dallas, TX · On-site
$20/hr
... Associate Advisors, and Client Service teams in a collaborative, high-performing environment. Our ... What You'll Do * Rotate across teams to understand Allworth Financial's integrated wealth ...
Regional VP, Wealth Management Consultant
$150K - $300K/yr
In addition, you will develop and maintain business relationships with Allworth's financial advisor professionals so that as a team, you will provide excellent client service. This is a full-time, ...
Regional VP, Wealth Management Consultant
$150K - $300K/yr
In addition, you will develop and maintain business relationships with Allworth's financial advisor professionals so that as a team, you will provide excellent client service. This is a full-time, ...
Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points framework ... Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to ...
Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points framework ... Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to ...
The CRP Sales Team works to promote Allworth Financial's advice and product solutions to ... Provide superior customer service and ongoing support to seamlessly onboard new referral clients to ...
The CRP Sales Team works to promote Allworth Financial's advice and product solutions to ... Provide superior customer service and ongoing support to seamlessly onboard new referral clients to ...
... sell Allworth's financial advice solutions to prospective clients referred by outside partners ... Client service or relationship management experience a plus * Working knowledge of Salesforce or a ...
... sell Allworth's financial advice solutions to prospective clients referred by outside partners ... Client service or relationship management experience a plus * Working knowledge of Salesforce or a ...
Tax Preparer
$75/hr
... Allworth office. The Tax Advisor is responsible for tax services provided to clients such as ... Participate in tax strategy discussions with clients and collaborate with their financial advisors
Tax Preparer
$75/hr
... Allworth office. The Tax Advisor is responsible for tax services provided to clients such as ... Participate in tax strategy discussions with clients and collaborate with their financial advisors
Service Associate
$60K - $70K/yr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
$60K - $70K/yr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
Cincinnati, OH · On-site
$15 - $20.25/hr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
Cincinnati, OH · On-site
$15 - $20.25/hr
The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...
Service Associate
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Service Associate
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Sr. Data Engineer
$113K - $136K/yr
The position will work with the Analytics & Insights team at Allworth Financial to optimize the ... services.
Sr. Data Engineer
$113K - $136K/yr
The position will work with the Analytics & Insights team at Allworth Financial to optimize the ... services.
Executive Office Administrator
$17.25 - $23.75/hr
Our Client Service Department consistently strives for service excellence. The Executive Office ... Maintain a high standard of work quality and accuracy, consistently demonstrating Allworth ...
Executive Office Administrator
$17.25 - $23.75/hr
Our Client Service Department consistently strives for service excellence. The Executive Office ... Maintain a high standard of work quality and accuracy, consistently demonstrating Allworth ...
Tax Manager
Folsom, CA · On-site
$100 - $150/hr
... tax services to existing clients, and assisting our advisors and financial planning team with ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...
Tax Manager
Folsom, CA · On-site
$100 - $150/hr
... tax services to existing clients, and assisting our advisors and financial planning team with ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...
Tax Manager
Folsom, CA · Hybrid
$130K - $180K/yr
This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. This ...
Tax Manager
Folsom, CA · Hybrid
$130K - $180K/yr
This position will involve client-facing activities, providing comprehensive tax services to existing clients, and assisting our advisors and financial planning team with strategic tax planning. This ...
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$75/hr
Full-time, Part-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 2 days ago
Job description
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 is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY
We're currently seeking a Tax Preparer for our Folsom, CA office. The Tax Advisor is responsible for tax services provided to clients such as federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This position 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.
This is a full-time, exempt position that will report into the Folsom, CA office. The base salary range is $75-110K
DUTIES AND RESPONSIBILITIES
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
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.
Benefits are available to full-time associates who work more than 30 hours a week.
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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
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 is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY
We're currently seeking a Tax Preparer for our Folsom, CA office. The Tax Advisor is responsible for tax services provided to clients such as federal, state, and local income tax preparation, tax projections and analysis, and notice resolution. This position 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.
This is a full-time, exempt position that will report into the Folsom, CA office. The base salary range is $75-110K
DUTIES AND RESPONSIBILITIES
- Apply technical knowledge to prepare and review individual income tax returns
- 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 (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
- Performs other duties as assigned
- BS/BA Degree, accounting preferred
- Current CPA license
- 2+ 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
We value our associates' time and effort. Our commitment to your success is enhanced by our 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 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-Exempt associates will 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 (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
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.
Benefits are available to full-time associates who work more than 30 hours a week.
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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.