Job Description
Immediate opportunity for a skilled Tax Associate in Oakland, CA! Join our dynamic finance team and accelerate your career in tax compliance and advisory services. We're seeking a detail-oriented professional to manage complex tax portfolios while delivering exceptional client experiences. Apply today to become part of a forward-thinking firm that values innovation and professional growth.
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and ensure compliance with evolving tax regulations
- Assist in audit support and tax controversy resolution with IRS/state authorities
- Develop tax planning strategies to optimize client financial outcomes
- Collaborate with cross-functional teams on mergers, acquisitions, and restructuring projects
- Maintain accurate client records using tax software and ERP systems
- Train junior associates on tax preparation methodologies and best practices
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of progressive tax experience in public accounting or corporate tax
- Expertise in tax preparation software (e.g., Lacerte, ProSystem fx)
- Strong knowledge of IRS regulations and state tax codes
- Exceptional analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Proven track record of meeting tight deadlines in high-volume environments
- Ability to work independently while collaborating effectively with teams