Apply on Employer Site

Allworth Financial · 2 weeks ago

Tax Administration Support

Pleasant Hill, California, United States

Full-time

Onsite

Entry Level

$20/hr - $25/hr

1+ years exp

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning and investment advising. They are seeking a Tax Administration Support to assist partners with billing, scheduling, project management, and other administrative tasks.

AdviceFinancial ServicesRetirement

H1B Sponsor Likely

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

Qualification

Bachelor's degreeMicrosoft OfficeProject managementCommunication skillsTeamworkFast-paced environment

Required

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

Preferred

A Bachelor's degree (Accounting Preferred)

1-2 years of experience

Benefits

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

Flexible working arrangements

Generous 401K contributions

Exempt associates qualify for our flexible paid time off policy

Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment

11 Paid Holidays

Option to participate in our Equity Purchase Program

Future growth opportunities within the company

Company

Allworth Financial

Allworth Financial is an investment advisory firm that provides financial and retirement planning education.

Founded in 1993

Folsom, California, USA

201-500 employees

https://allworthfinancial.com

H1B Sponsorship

Allworth Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)

2022 (1)