Job Description
Join our dynamic tax team in Oakland and launch your career immediately! Oakland Financial Group is seeking a motivated Tax Associate to deliver exceptional client service and drive financial success. Enjoy competitive compensation, comprehensive benefits, and a collaborative work environment. Start tomorrow and make an impact!
Responsibilities
- Prepare and review individual, corporate, and partnership tax returns
- Advise clients on tax planning strategies and compliance matters
- Conduct tax research and resolve complex technical issues
- Collaborate with senior associates on client engagement deliverables
- Utilize tax software (e.g., Lacerte, ProSystem fx) efficiently
- Ensure adherence to IRS regulations and ethical standards
- Maintain accurate documentation and client records
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of tax preparation experience
- CPA or EA certification preferred
- Proficiency in tax software and Microsoft Office Suite
- Strong analytical and problem-solving abilities
- Excellent communication and client interaction skills
- Attention to detail and accuracy in documentation
- Ability to thrive in a fast-paced environment