Job Description
Join Oakland's premier tax firm as a Tax Associate and kickstart your finance career – no experience required! We're seeking motivated individuals passionate about taxes to support our diverse client base. Our comprehensive training program equips you with essential skills in tax preparation, compliance, and client service. Work alongside seasoned CPAs in a collaborative, growth-oriented environment where your development is prioritized. If you're detail-oriented, eager to learn, and ready to build a professional future in taxation, this is your opportunity!
Responsibilities
- Prepare and review individual and business tax returns using industry software
- Assist clients with tax documentation and compliance requirements
- Conduct tax research to resolve client inquiries and ensure accuracy
- Collaborate with senior team members on complex tax scenarios
- Maintain organized client files and electronic records
- Participate in ongoing training to enhance technical expertise
- Support audit preparation and IRS correspondence as needed
Qualifications
- High school diploma or equivalent (Bachelor's degree preferred but not required)
- No prior tax experience necessary – comprehensive training provided
- Strong attention to detail and numerical accuracy
- Excellent written and verbal communication skills
- Proficient with Microsoft Office Suite (Word, Excel, Outlook)
- Ability to manage deadlines in a fast-paced environment
- Customer service mindset with collaborative approach
- Willingness to pursue professional certifications (e.g., EA, CPA) long-term