Allworth Financial

HQ
Addison
Total Offices: 15
196 Total Employees
Year Founded: 1993

Allworth Financial Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Provides adoption assistance

Offers generous parental leave

Provides family medical leave

Offers company equity

Offers performance bonuses

Offers employee stock purchase plan

Offers employee discounts

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers gym membership

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides military leave

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Offers apprenticeship programs

Company Culture

Utilizes a flexible work schedule

Offers a remote work program

Provides free snacks and drinks

Offers diversity-based Employee Resource Groups

3 Days AgoSaved
In-Office
Walnut Creek, CA, USA
Financial Services
Manages client tax services, including preparation and review of federal, state, local, estate, trust, and gift tax returns. Performs tax planning, projections, compliance analysis, multi-state filing reviews, and responses to tax agency notices. Advises clients and collaborates with financial advisors on strategic tax matters, resolves tax questions, reviews staff work, and communicates with clients, tax authorities, and internal stakeholders.
One Month AgoSaved
In-Office
Walnut Creek, CA, USA
Financial Services
Prepare workpapers and supporting schedules for individual, business, and trust tax returns. Enter and organize client tax data in tax software, reconcile financial and bookkeeping records, assist with tax projections and estimated tax calculations, and identify missing or inconsistent information. Communicate with clients, advisors, tax authorities, and internal staff while managing multiple deadlines and maintaining confidentiality.
One Month AgoSaved
In-Office
Walnut Creek, CA, USA
Financial Services
Prepares and reviews individual and business entity tax returns, analyzes federal, state, and local filing requirements, responds to tax agency notices, and supports client tax strategy. The role collaborates with financial advisors, resolves client tax issues, reviews staff work, provides training, and manages complex, multi-state tax compliance and planning activities.