Senior Staff Accountant

Allworth Financial

. Prepare and review individual and business entity income tax returns .

Posted 11/2/2026full-timeWalnut Creek • California • United StatesSenior💰 $115,000 - $135,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in income tax preparation and compliance for individuals and businesses, with a strong focus on multi-state tax issues and strategic tax planning. Proficient in utilizing tax software and providing exceptional client service while managing multiple priorities.

Highest-signal resume keywords

Income Tax PreparationMulti-State Tax FilingCPA/EA LicenseIntuit Lacerte Tax SoftwareClient Service Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Income Tax PlanningTax ComplianceBusiness Entity Tax ReturnsComplex Tax ReturnsTrust and Estate TaxationTax Strategy DiscussionsIRS Notice ResponseTax Agency CommunicationExcel ProficiencyTraining and Feedback

Soft Skills

Excellent Communication SkillsAttention to DetailInterpersonal SkillsClient Service OrientationAbility to Handle Multiple Priorities

Certifications & Qualifications

CPA LicenseEA License

Industry Keywords

Federal Tax RequirementsState Tax RequirementsLocal Tax RequirementsTax Agency NoticesFinancial Advisors Collaboration

About the role

Key responsibilities & impact

Prepare and review individual and business entity 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 financial advisors
Identify and resolve client tax-related questions and issues
Communicate with clients, advisors, tax authorities, firm staff, and management
Review staff work and provide training and constructive feedback
Provide comprehensive tax services to new and existing clients
Assist advisors and the financial planning team with strategic tax planning
Perform other duties as assigned

Requirements

What you’ll need

BS/BA Degree, accounting preferred
Active CPA/EA license preferred
5+ years individual/business entity tax preparation experience
Proficiency in income tax planning and compliance
Multi-state tax preparation/filing experience preferred
Experience preparing and reviewing complex individual and business tax returns
Trust, estate and 709 experience is a plus
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

Comp & perks

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
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company
Collaborative, creative work environment
Learning and growth opportunities