Job Description
Join Oakland Tax Solutions and revolutionize your work-life balance as a Tax Associate with flexible scheduling! We're seeking a detail-oriented professional to deliver exceptional tax services while enjoying the autonomy to structure your hours around your personal commitments. Our client-first approach combined with cutting-edge tax technology creates an environment where your expertise thrives without compromising your lifestyle.
Responsibilities
- Prepare and review federal, state, and local tax returns for individual and business clients
- Conduct tax planning consultations to optimize client financial outcomes
- Ensure compliance with evolving tax regulations and IRS guidelines
- Leverage advanced tax software for efficient document processing and analysis
- Collaborate with senior advisors on complex tax strategies and audits
- Develop client relationships through proactive communication and trust-building
- Maintain accurate client records and documentation systems
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- 2+ years of tax preparation experience with direct client interaction
- CPA certification or Enrolled Agent status preferred
- Proficiency in tax software (ProSeries, Lacerte, or comparable)
- Exceptional analytical skills and attention to detail
- Strong written and verbal communication abilities
- Proven ability to manage multiple projects with flexible deadlines
- Self-motivated with excellent time management capabilities