Job Description
Launch your career in finance with our comprehensive Tax Associate program! We're seeking motivated individuals with no prior experience to join our Oakland team and receive hands-on training in tax preparation, compliance, and client advisory services. Our structured mentorship program ensures rapid growth while supporting California residents through tax season complexities.
As a cornerstone of our Oakland community, we pride ourselves on making tax services accessible to underserved populations. This role offers unparalleled exposure to individual, small business, and nonprofit tax preparation – perfect for recent graduates or career changers seeking a stable, rewarding path in finance.
Responsibilities
- Prepare federal, state, and local tax returns for individual and business clients
- Research and apply current tax codes, regulations, and IRS guidelines
- Assist clients with tax planning strategies and documentation preparation
- Collaborate with senior associates to resolve tax discrepancies and audits
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient filing
- Contribute to client education workshops on tax-saving opportunities
- Maintain strict confidentiality and compliance with tax authority requirements
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
- Proficient in Microsoft Excel and basic accounting software
- Strong attention to detail with ability to manage complex numerical data
- Excellent written and verbal communication skills
- Eagerness to obtain Enrolled Agent or CPA certification (company-sponsored training provided)
- Valid California driver's license for occasional client meetings
- Authorized to work in the United States without sponsorship