Job Description
Join our dynamic finance team at Oakland Financial Partners and make an immediate impact as a Tax Associate! We're urgently seeking a detail-oriented professional to manage complex tax compliance, planning, and reporting for our diverse client portfolio. This is a rare opportunity to advance your career in one of California's most vibrant economic hubs with competitive compensation and growth potential. Apply today to secure your position!
Responsibilities
- Prepare and file federal, state, and local tax returns for individual and corporate clients
- Conduct tax research and analysis to ensure compliance with evolving regulations
- Develop strategic tax planning solutions to minimize client liabilities
- Manage client relationships through proactive communication and consultation
- Collaborate with audit teams to resolve tax discrepancies and optimize processes
- Maintain accurate documentation and support IRS/state inquiries
- Train junior staff on tax software and compliance protocols
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA/Master's preferred)
- 3+ years of tax preparation experience with public accounting firms
- Expertise in IRS regulations, GAAP, and California tax codes
- Proficiency in tax software (e.g., ProSystem fx, Lacerte, CCH Axcess)
- Strong analytical skills with attention to detail and accuracy
- Excellent written and verbal communication abilities
- Active CPA license or eligibility to obtain within 6 months