Job Description
Join our dynamic tax team in Oakland and accelerate your career! Oakland Financial Solutions is urgently seeking a detail-oriented Tax Associate to support our growing client base. This is a unique opportunity to work with diverse portfolios while mastering complex tax regulations in a collaborative, fast-paced environment. We offer competitive compensation, comprehensive benefits, and clear pathways to advancement. Apply today and make an immediate impact in the heart of California's financial hub.
Responsibilities
- Prepare and file accurate federal, state, and local tax returns for individual and corporate clients
- Conduct thorough tax research and provide strategic compliance guidance
- Manage audit support and correspondence with tax authorities
- Utilize tax software (e.g., Lacerte, ProSystem fx) for efficient processing
- Collaborate with senior advisors to develop tax optimization strategies
- Maintain detailed client documentation and ensure regulatory adherence
- Stay updated on evolving tax legislation and industry best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 2+ years of tax preparation experience with individual and corporate returns
- Proficiency in tax software and MS Office Suite
- Strong analytical skills with meticulous attention to detail
- Excellent written and verbal communication abilities
- Proven ability to manage deadlines and prioritize tasks
- Ethical conduct and commitment to client confidentiality
- Active CPA license or eligibility to sit for the exam