Job Description
Join Oakland's premier tax consultancy and accelerate your career as a Tax Associate. We're seeking a meticulous professional to deliver exceptional tax services to Bay Area businesses and high-net-worth individuals. In this hybrid role, you'll leverage cutting-edge tax software while collaborating with senior advisors on complex compliance strategies. Our collaborative environment offers competitive benefits, continuous learning opportunities, and clear pathways to advancement.
Responsibilities
- Prepare and review federal, state, and local tax returns for corporate and individual clients
- Conduct tax research and planning to optimize client outcomes while ensuring regulatory compliance
- Manage client relationships through proactive communication and quarterly tax consultations
- Utilize tax software (ProSystem fx, Lacerte) for efficient return processing and documentation
- Support audit responses and IRS inquiries with accurate documentation and analysis
- Develop specialized expertise in California tax code nuances and SALT compliance
- Mentor junior associates while maintaining quality control across deliverables
Qualifications
- Bachelor's degree in Accounting/Finance with CPA license or active candidacy
- 3+ years of tax preparation experience in public accounting or corporate tax
- Advanced proficiency in tax software and Microsoft Excel
- Deep understanding of IRS procedures and California tax regulations
- Certified Tax Professional (CTP) or Enrolled Agent designation preferred
- Exceptional analytical skills with attention to complex financial details
- Proven ability to manage multiple deadlines in fast-paced environments