About the job
Allworth Financial (www.allworthfinancial.com) is a distinguished independent financial advisory firm that excels in retirement planning, investment advising, and 401(k) management. We pride ourselves on our direct and personalized approach to financial planning, offering both long-term and short-term investment strategies to empower clients in achieving their financial aspirations and strategically planning for retirement.
Founded in 1993 in Sacramento, California, Allworth Financial is a rapidly growing, private equity-backed multi-branch Registered Investment Advisor. We are primarily a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. With a multi-billion dollar valuation, we are poised for continued success through strategic acquisitions and robust organic growth. Recognized as a top workplace, Allworth Financial has earned the prestigious “Circle of Excellence” award from the National Business Research Institute for employee and client satisfaction in 2021, affirming our status as one of America’s most admired brands. Most recently, we were honored as one of Barron’s Top 40 RIAs in 2024.
SUMMARY:
We are actively seeking a dedicated Tax Administration Support Specialist for our Pleasant Hill, CA office.
This is a full-time, non-exempt position with a pay range of $20 to $25 per hour.
DUTIES AND RESPONSIBILITIES:
- Provide billing support to partners by reviewing Work in Progress (WIP), creating, and emailing invoices. Training will be provided.
- Assist partners with scheduling and managing emails.
- Support file deadlines and project management tasks.
- Help with login procedures.
- Coordinate the scheduling of appointments.
QUALIFICATIONS:
- Bachelor's degree in Accounting or a related field preferred.
- Able to thrive in a fast-paced environment and work collaboratively with colleagues.
- Exceptional written, verbal, and listening communication skills.
- Strong proficiency in Microsoft Office and other PC skills.
- 1-2 years of relevant experience preferred.

