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Allworth Financial, LP
Tax Senior
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Job Description
We are a high growth, private equity backed, multi branch Registered Investment Advisor.
We are seeking an experienced Tax Advisor (near a Senior or Experienced Staff level) with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.
The Tax Advisor (Experienced Staff/Senior) 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 existing clients, and assisting our financial advisors and financial planning team with strategic tax planning.
This is a full-time, Exempt role based out of our Folsom (Sacramento area) or Addison (north Dallas area) offices on a hybrid basis. This position is a hybrid role with a 2-3 days/week expectation on a regular basis, some flexibility. The base salary range for this role is $85,000-$115,000 per year, depending on CPA progress, number of years experience, familiarity with HNWI, Gift and Trust, and interview interactions.
In addition, we also provide generous benefits to all our full-time employees, including unlimited PTO.Benefits10 Paid holidays per yearUnlimited PTO available - NOT Accrual-based30 hours of sick time per year401k with employer match Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance
We are seeking an experienced Tax Advisor (near a Senior or Experienced Staff level) with their CPA or EA that is looking to do Individual tax return preparation and tax planning, including Gift, Trust and Estate.
The Tax Advisor (Experienced Staff/Senior) 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 existing clients, and assisting our financial advisors and financial planning team with strategic tax planning.
This is a full-time, Exempt role based out of our Folsom (Sacramento area) or Addison (north Dallas area) offices on a hybrid basis. This position is a hybrid role with a 2-3 days/week expectation on a regular basis, some flexibility. The base salary range for this role is $85,000-$115,000 per year, depending on CPA progress, number of years experience, familiarity with HNWI, Gift and Trust, and interview interactions.
In addition, we also provide generous benefits to all our full-time employees, including unlimited PTO.Benefits10 Paid holidays per yearUnlimited PTO available - NOT Accrual-based30 hours of sick time per year401k with employer match Medical, Dental, Vision, Long Term Disability, Short Term Disability, Accident Insurance, Hospital Insurance