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Allworth Financial
Addison, TX | Full Time
10 Months Ago
Tax Advisor
Full Time | Investment Management 10 Months Ago
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Allworth Financial is Hiring a Tax Advisor Near Addison, TX

SUMMARY

The Allworth Tax Services Team is growing! Join other tax professionals in a team-oriented, challenging, and rewarding role. We have the opportunity to work closely with Financial Advisors and other professionals on a hybrid basis while servicing clients and providing excellent tax advice and planning services. 

We’re currently seeking a Tax Advisor with their CPA license for our Addison, TX office. The Tax Advisor is responsible for tax services provided to clients such as federal and state tax preparation and tax projections and analysis. 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.

DUTIES AND RESPONSIBILITIES

  • Apply technical knowledge to prepare and review tax returns
  • Review filing requirements and prepare returns for state and local filing
  • Analyze and respond to IRS, state, and local tax notices and audits
  • Participate in internal strategy discussions for clients, collaborate with advisors to address tax services objectives
  • Identify and resolve client tax related issues
  • Exhibit strong communication skills (verbal; written; presentation) with clients, advisors, tax authorities, firm staff and
  • Performs other duties as assigned

QUALIFICATIONS

  • BS/BA Degree, accounting preferred
  • CPA
  • Minimum of 4 years individual tax preparation experience
  • Proficiency in income tax preparation/review, compliance, tax audits
  • Multi-state tax preparation/filing experience preferred
  • Strong Excel and other software skills
  • Minimum of 2 years LACERTE software experience
  • Excellent oral and written communication skills
  • Excellent attention to detail
  • Strong interpersonal and client service skills
  • Ability to handle multiple priorities, clients and tight deadlines

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

POST DATE

05/31/2022

EXPIRATION DATE

10/06/2022

WEBSITE

allworthfinancial.com

HEADQUARTERS

NAPA, CA

SIZE

100 - 200

FOUNDED

1993

TYPE

Private

REVENUE

$10M - $50M

INDUSTRY

Investment Management

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About Allworth Financial

Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.

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The following is the career advancement route for Tax Advisor positions, which can be used as a reference in future career path planning. As a Tax Advisor, it can be promoted into senior positions as a Finance Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Advisor. You can explore the career advancement for a Tax Advisor below and select your interested title to get hiring information.

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If you are interested in becoming a Tax Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Tax Advisor job description and responsibilities

Typically, tax advisors charge a lump sum for services rendered.

03/21/2022: Albany, NY

Some run their own offices, some work for large corporations and tax-preparation chains, and some branch out to become certified financial planners.

02/15/2022: Olympia, WA

Tax consultants offer a variety of services to their clients.

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Tax consultants usually work for financial consulting firms, public accounting firms or government agencies.

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Business owners may opt to take advantage of a customized plan from a tax consultant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Tax Advisor jobs

The tax consultant does not have to do all the work himself, but can use the help of expert staff (tax clerks, tax specialists, etc.).

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That accounts for a small fraction of the 34 million consumers who use software to prepare and file tax returns each year.

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Taxpayers should also maintain copies of tax returns and related documents themselves, Curtis says.

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The Accredited Business Accountant/Advisor and Accredited Tax Preparer are examples of programs that help preparers fulfill the Annual Filing Season Program requirement.

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The work of a tax adviser depends on the nature and size of the employer.

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Step 3: View the best colleges and universities for Tax Advisor.

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