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Finance 🏢 Full Time ⭐️ Verified

Tax Associate

Oakland Financial Group
Oakland
Estimated Salary
USD 65.000 – USD 85.000
New
Live Update
12 Agustus 2026
Deadline
12 Agu 2027

Job Description

Join Oakland's premier financial services firm as a Tax Associate and accelerate your career in tax compliance and advisory. We're seeking detail-oriented professionals to support individual and corporate clients navigating complex tax regulations. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment in the heart of Oakland's thriving business district.

Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals and businesses
  • Conduct tax research and ensure compliance with evolving IRS regulations
  • Analyze financial statements to identify tax-saving opportunities
  • Collaborate with senior advisors on tax planning strategies
  • Manage client relationships and provide exceptional tax consultation
  • Utilize tax software (e.g., ProSystem fx, Lacerte) for efficient processing

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
  • 2+ years of tax preparation experience in public accounting or firm
  • Proficiency in tax compliance software and Microsoft Office Suite
  • Strong analytical skills with attention to detail
  • Excellent communication and client interaction abilities
  • Active CPA license or eligible to sit for exam
  • Knowledge of California tax regulations

Required Skills

Tax Preparation IRS Compliance Financial Analysis Accounting Software Client Communication Tax Planning

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