Job Description
Join Oakland Tax Solutions and launch your tax career tomorrow! We're seeking a detail-oriented Tax Associate to support our diverse client portfolio in the vibrant Bay Area. Enjoy a collaborative environment with competitive compensation, comprehensive benefits, and immediate start opportunities. Apply today and become part of a team dedicated to excellence in tax preparation and financial advisory services.
Responsibilities
- Prepare and file federal, state, and local tax returns for individuals and businesses
- Conduct tax research and ensure compliance with current IRS regulations
- Analyze financial statements to identify tax-saving opportunities
- Manage client relationships and provide proactive tax planning advice
- Collaborate with senior associates on complex tax cases
- Maintain accurate documentation and audit trail for all filings
- Utilize tax software (e.g., Lacerte, ProSeries) efficiently
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience preferred
- CPA or Enrolled Agent certification a plus
- Proficiency in tax preparation software and MS Office
- Strong analytical and problem-solving abilities
- Excellent communication and client service skills
- Ability to manage deadlines and prioritize tasks
- Attention to detail with high accuracy standards