Job Description
Are you looking to launch a successful career in the dynamic world of finance? Bay Area Tax Partners is currently seeking a motivated Tax Associate to join our growing team in Oakland, CA.
This is an excellent opportunity for recent graduates or individuals looking to transition into the accounting industry. We pride ourselves on our collaborative culture and offer comprehensive training to help you succeed. If you have a strong work ethic and a desire to learn, we want to meet you.
Why Join Us?
- Competitive salary and performance bonuses.
- Health, dental, and vision insurance.
- Professional development and certification support (e.g., EA, CPA).
- Flexible work schedule and a supportive team environment.
Responsibilities
- Prepare and review individual and small business federal and state tax returns (Form 1040, 1120, etc.).
- Assist senior tax professionals with complex tax planning and compliance issues.
- Organize and maintain client tax files and documentation.
- Communicate with clients via phone and email to resolve inquiries and gather necessary information.
- Utilize tax preparation software (e.g., Lacerte, ProSeries) to ensure accurate data entry.
- Stay updated on changing tax laws and regulations to ensure compliance.
Qualifications
- High school diploma or GED required; Associate’s degree in Accounting or Finance preferred.
- No prior professional tax experience required; we provide full training.
- Strong analytical skills and exceptional attention to detail.
- Basic knowledge of Microsoft Office Suite, with proficiency in Excel highly desired.
- Excellent verbal and written communication skills.
- Ability to work independently as well as part of a team in a fast-paced environment.
- Must be eligible to work in the United States.