Tax Preparer

As a Tax Preparer at Allworth Financial, your primary responsibilities include preparing individual tax returns (1040s and associated schedules), communicating with clients to ensure accurate tax return preparation, and responding to client inquiries regarding various tax matters. You will be working in a collaborative environment and may assist other staff members and clients as needed to maintain high levels of client satisfaction.

To qualify for the Tax Preparer position at Allworth Financial, an accounting degree (2 or 4 year) or an Enrolled Agent (EA) status is helpful but not required. Preferred qualifications include 2-5 years of individual tax preparation experience, proficiency in Excel, and familiarity with LACERTE tax software. Strong communication skills, attention to detail, and a respectful approach towards clients and teamwork are essential.

While specific prior experience is preferred, Allworth Financial seeks candidates with a strong foundation in individual tax preparation. If you have 2-5 years of experience, you're encouraged to apply. However, if you have relevant skills and the right mindset, we also welcome your application, as we believe in potential and growth within our team.

At Allworth Financial, you can expect a collaborative and supportive work environment. We emphasize personal and professional growth, ensuring that every team member feels encouraged to contribute to processes and decision-making. Our tax team values work-life balance, and the company is recognized for its employee satisfaction, making it a fantastic place to start or grow your career.

Yes, Allworth Financial is committed to promoting from within and offers ample opportunities for career growth. Our Tax Preparer position has the potential to lead to a full-time role, and we strive to maintain a culture that encourages learning and advancement, ensuring that your career path can flourish with us.

Be prepared to discuss your specific experiences, including the types of tax returns you have worked on. Highlight your familiarity with various tax software like LACERTE and emphasize any significant challenges you have overcome during the tax preparation process.

Talk about your attention to detail and specific methods you utilize, such as double-checking data entry and keeping up with current tax laws. Mention how you work collaboratively with clients to clarify information and confirm accuracy before submitting any returns.

Provide a specific example that demonstrates your interpersonal skills. Discuss how you listened to the client's concerns, communicated clearly, and found a viable solution, emphasizing your commitment to client satisfaction.

Share your strategies for managing multiple priorities and staying organized during peak tax season. You might mention your experience relying on planning tools or techniques that help maintain your productivity even in stressful situations.

Discuss the specific tax software you have experience with, such as LACERTE, and any other accounting tools. Provide examples of how these tools assisted you in streamlining tax preparation processes and improving efficiency.

Explain any habits you have developed for staying informed, such as attending workshops, subscribing to professional publications, or participating in relevant webinars. Stress the importance of this knowledge in delivering excellent client service.

Talk about how you value collaboration and communication in a team, and provide specific examples from past experiences where teamwork led to successful tax preparation and client service.

Share your passion for helping clients navigate their tax situations, and how achieving client satisfaction and accurate results motivates you. You can also mention the importance of personal growth and contributing to the success of your team.

Discuss challenges such as rapidly changing tax regulations, the complexities of different client situations, or balancing workloads during peak seasons. You can follow this by mentioning your proactive approach to overcoming these obstacles.

Describe your time management techniques, such as prioritizing tasks, creating a structured schedule, and employing tools to track deadlines. Qualify your statement by including insights into how these techniques helped you in previous positions.