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 2022.
SUMMARY
Allworth Financial is looking for an experienced Associate Tax Advisor to join its Tax Services team. This entry to intermediate level position will work closely with Client Service and Tax Advisors to provide client services such as federal and state tax preparation, tax projections and analysis. We are looking for someone who can work independently yet successfully with a team. This position requires a positive and gracious attitude toward yourself, your team, and our clients while keeping the best interest of the client in mind.
This is a full-time, seasonal position that will report into the Vancouver, WA office. The position has the potential for continuation of employment as a regular full-time employee.
DUTIES AND RESPONSIBILITIES
- Prepare individual tax returns (1040s and associated schedules)
- communicate with client to facilitate accurate tax return preparation
- respond to client inquiries regarding tax matters
- overtime is expected February- April including extended hours during the week and additional weekend hours
- assisting staff and clients as needed
- coordinating client data between tax program and database program
- other duties as assigned
QUALIFICATIONS
- Accounting degree (2 or 4 year) or Enrolled Agent (EA)- helpful but not required
- 2-5 years individual tax preparation experience, preferred
- Strong Excel and other software skills
- LACERTE tax software experience, preferred but not required
- Excellent oral and written communication skills
- Excellent attention to detail
- Strong interpersonal and client service skills
- high level of integrity and confidentiality
- 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 (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
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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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.
