Job Description
Join our dynamic team at Oakland Tax Associates Inc., a premier financial services firm dedicated to excellence in tax compliance and advisory services. We're urgently seeking a detail-oriented Tax Associate to support our diverse client portfolio in the Bay Area. This role offers unparalleled growth opportunities in a collaborative environment with competitive benefits and professional development programs.
Our ideal candidate will thrive in a fast-paced setting while maintaining the highest ethical standards. You'll work directly with senior tax professionals on complex individual and corporate tax returns, gaining exposure to cutting-edge tax software and emerging compliance regulations.
Responsibilities
- Prepare and file accurate federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and provide compliance guidance on evolving tax legislation
- Assist with tax planning strategies to optimize client financial outcomes
- Manage client relationships and respond to IRS/state inquiries
- Collaborate with audit teams to resolve tax-related discrepancies
- Maintain detailed client documentation in tax preparation software
- Stay updated on tax law changes and implement best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with public accounting firm
- Proficiency in tax software (e.g., Lacerte, ProSeries, UltraTax)
- Strong knowledge of federal and California tax regulations
- Excellent analytical and problem-solving abilities
- Exceptional attention to detail and organizational skills
- Effective communication skills for client interactions
- Ability to manage multiple deadlines in a fast-paced environment