Job Description
Are you looking to launch a successful career in the financial sector? Apex Tax Solutions is proud to announce an exciting opportunity for a Tax Associate in Oakland, California. We are looking for enthusiastic individuals with a strong work ethic who are eager to learn the intricacies of tax preparation and accounting, regardless of their previous professional background.
As a Tax Associate, you will work closely with our senior staff to ensure accuracy and compliance in every client file. We offer comprehensive training programs designed to get you up to speed quickly. If you are detail-oriented and ready to grow your career in a supportive environment, we want to hear from you.
Responsibilities
- Assist in the preparation and filing of federal, state, and local income tax returns for individuals and small businesses.
- Review financial documents, including W-2s, 1099s, and receipts, to ensure data accuracy and completeness.
- Communicate with clients via phone and email to answer basic tax-related questions and schedule appointments.
- Organize and maintain client files both digitally and physically in compliance with company standards.
- Utilize tax preparation software (e.g., Drake, TaxSlayer, or Lacerte) to input data and generate reports.
- Stay updated on current tax laws and regulations relevant to the region.
- Support the senior tax team with year-round compliance tasks and special projects.
Qualifications
- High school diploma or GED required; Associate’s degree in Accounting, Finance, or a related field is a plus.
- No prior professional experience required; we value potential and attitude over history.
- Strong attention to detail with the ability to spot errors in data entry.
- Basic computer proficiency, including Microsoft Office Suite (Excel, Word, Outlook).
- Excellent verbal and written communication skills.
- Ability to work in a fast-paced environment and meet strict deadlines.