Job Description
Are you a detail-oriented professional looking to advance your career in the heart of the Bay Area? Oakland Financial Partners is seeking a skilled Tax Associate to join our dynamic team. We pride ourselves on delivering exceptional financial solutions to a diverse client base, and we are looking for someone who is passionate about compliance and accuracy.
In this role, you will play a pivotal part in preparing and reviewing tax returns, ensuring full compliance with federal, state, and local regulations. You will work closely with senior tax advisors to provide strategic guidance to our clients while enjoying a collaborative work culture.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunities for professional development and certification support (CPA/EA).
- Work in a modern, inclusive office located in downtown Oakland.
- Supportive team environment with mentorship opportunities.
Responsibilities
- Prepare and review individual and corporate income tax returns, ensuring accuracy and full compliance with IRS and state regulations.
- Conduct thorough research on complex tax laws and regulations to resolve client inquiries and optimize tax positions.
- Communicate effectively with clients regarding tax statuses, required documentation, and upcoming filing deadlines.
- Assist in the preparation of financial statements, schedules, and supporting documentation for audits and reviews.
- Maintain up-to-date knowledge of current tax legislation and industry trends.
- Collaborate with the accounting team to streamline tax processes and improve service delivery.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field required; Master’s degree is a plus.
- CPA or EA certification is highly preferred.
- 1-3 years of experience in tax preparation or public accounting is strongly preferred.
- Proficiency in tax preparation software (e.g., Drake, UltraTax, ProSeries) and advanced Microsoft Office Suite skills.
- Strong analytical skills with a keen eye for detail and accuracy.
- Excellent verbal and written communication skills.
- Ability to work independently and manage multiple deadlines in a fast-paced environment.