Tax Administration Support

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 2024.

SUMMARY:

We’re currently seeking a Tax Administration Support for our Pleasant Hill CA office.

This is a full-time, Non-Exempt role based out of Pleasant Hill. The pay range is $20- $25/ hour

DUTIES AND RESPONSIBILITIES:

• Assist partners with Billing support (reviewing WIP, creating invoices, emailing invoices).Training will be provided.
• Assist partners with scheduling and email management
• Assist with files deadlines and project management
• Assist with login procedures
• Assist with scheduling of appointments

QUALIFICATIONS:

• A Bachelor's degree (Accounting Preferred)
• Ability to work in a fast-paced environment & Ability to work well with others
• Excellent written, verbal, and listening communication skills
• Excellent PC skills, including Microsoft Office
• 1-2 years of experience