About Allworth Financial
Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.
We are seeking an organized, detail-oriented Entry-Level Tax Staff Accountant to join our Walnut Creek office. This position supports the preparation of individual, business and trust tax returns, as well as related client deliverables.
The ideal candidate is dependable, able to work accurately with financial information, and eager to build a career in tax. This role provides hands-on experience preparing tax returns, organizing client information, and supporting clients through integrated tax and financial planning services.
This is a full-time, Exempt role based out of Walnut Creek, CA. This position is a hybrid role if you are located near one of our offices.
The base salary range for this role is $68,000-$78,000 per year depending on location and experience. In addition, we also provide generous benefits to all our full-time employees.
DUTIES AND RESPONSIBILITIES:
- Prepare workpapers and supporting schedules for various tax returns.
- Enter and organize client tax data accurately in tax-preparation software.
- Reconcile financial statements, bookkeeping records, and tax documents to return workpapers.
- Assist with tax projections, estimated tax calculations, extensions, and notices.
- Identify missing information, inconsistencies, and follow-up questions for review by senior staff.
- Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff, and management
- Performs other duties as assigned
QUALIFICATIONS:
- BS/BA Degree, accounting preferred
- CPA/EA-track candidate or interest in pursuing the licensure preferred.
- Accounting or tax-preparation experience is helpful but not required.
- Strong attention to detail and ability to work accurately with deadlines.
- Strong Excel and other software
- Ability to handle multiple priorities, clients and tight deadlines
- Strong written and verbal communication skills.
- Professional judgment, discretion, and respect for confidential information.
- A positive, collaborative attitude and willingness to learn from feedback.
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.
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Skills Required
- Bachelor’s degree in accounting or a related field
- Accounting preferred
- CPA or EA-track candidacy, or interest in pursuing licensure
- Strong attention to detail and ability to work accurately under deadlines
- Strong Excel and other software skills
- Ability to manage multiple priorities, clients, and tight deadlines
- Strong written and verbal communication skills
- Professional judgment, discretion, and ability to protect confidential information
- Positive, collaborative attitude and willingness to learn from feedback
- Accounting or tax-preparation experience
Allworth Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Allworth Financial and has not been reviewed or approved by Allworth Financial.
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Healthcare Strength — Medical, dental, and vision coverage is clearly defined with named carriers and plan types, plus optional supplemental benefits. Tax-advantaged options (HSA with an employer contribution and FSAs) add practical healthcare flexibility.
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Retirement Support — Retirement support is positioned as a meaningful part of the package through “generous 401(k) contributions” and an employer match being referenced. This indicates a structured retirement benefit that can materially add to total rewards for eligible employees.
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Leave & Time Off Breadth — Time-off benefits include flexible/unlimited PTO for exempt staff and a defined PTO allotment for non-exempt staff, alongside a set slate of paid holidays. This provides multiple pathways for paid time away, though eligibility depends on role classification.
Allworth Financial Insights
What We Do
Allworth Financial 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 delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
