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Allworth Financial

Tax Preparer

Allworth Financial · Folsom, California, United States

Posted about 3 months ago · $75-110K

or apply directly on Allworth Financial's site. We never take the application ourselves.

Is this posting real?

This role has been open
80 days
Allworth Financial's roles stay open a median of 77 days
Reposted
No
Salary listed
Yes
52% of Allworth Financial's roles list one
Ghost-job risk at Allworth Financial
high
23 stale, 1 reposted of 27 open
Hiring momentum
35 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-22

Measured from postings appearing on and disappearing from Allworth Financial's own greenhouse board since 2026-08-03. Full hiring picture for Allworth Financial.

About this role

The Tax Preparer at Allworth Financial will be responsible for providing comprehensive tax services, including the preparation of federal, state, and local income tax returns, tax projections, and analysis. This role involves direct client interactions, assisting with strategic tax planning alongside financial advisors, and addressing client tax-related inquiries. The position is based in Folsom, CA and requires strong communication and analytical skills.

Our read on this posting3.8out of 5
benefits
5/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Allworth Financial as an employer.

What you need

  • BS/BA Degree, accounting preferred
  • Current CPA license
  • 2+ years individual tax preparation experience
  • Proficiency in income tax planning and compliance
  • Strong Excel and other software skills
  • Excellent oral and written communication skills and attention to detail

Nice to have

  • Multi-state tax preparation/filing experience preferred
  • Form 1041 Trust & Estate and Form 709 Gift return experience preferred
  • Intuit Lacerte tax software experience preferred

What you get

  • 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

Worth weighing

  • Base salary range is $75-110K, which may vary based on experience
  • The role involves client-facing activities, which may require strong interpersonal skills
  • The job description states that it is not exhaustive, indicating potential for additional responsibilities

Summarised from Allworth Financial's posting. Read the full original.

Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.

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