Job Description
Join our award-winning tax team at Oakland Financial Group, where precision meets innovation. We're seeking a dedicated Tax Associate to deliver exceptional financial solutions to our diverse client portfolio. This role combines technical expertise with client relationship management in a collaborative, growth-oriented environment. Enjoy competitive benefits, professional development stipends, and a modern workspace in downtown Oakland.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with current IRS regulations
- Analyze financial data to identify optimization opportunities and minimize liabilities
- Collaborate with audit team to resolve discrepancies and ensure accuracy
- Develop and maintain strong client relationships through proactive communication
- Maintain detailed documentation and organize client files using tax software
- Stay updated on tax law changes through continuous education
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience in public accounting
- CPA certification or active pursuit preferred
- Proficiency in tax software (e.g., Lacerte, ProSeries) and Microsoft Office Suite
- Strong analytical skills with attention to detail
- Excellent written and verbal communication skills
- Ability to manage multiple deadlines and prioritize complex tasks