Tax and Business Services of Oakland is a locally trusted provider of professional tax preparation planning and small business consulting services. We pride ourselves on personalized service accurate filings and helping our clients make informed financial decisions.
We are seeking a knowledgeable and detail-oriented Tax Preparer to join our growing team. The successful candidate will be responsible for preparing accurate and timely federal and state tax returns for individuals small businesses and self-employed clients. The ideal applicant has experience in tax preparation strong customer service skills and the ability to work independently in a fast-paced environment.
Key Responsibilities:
Prepare and file accurate federal state and local tax returns for individuals and small businesses
Review financial records such as income statements and documentation of expenditures
Conduct initial client interviews to gather information and assess tax needs
Stay up to date on tax law changes deductions and credits
Resolve client questions and tax issues with professionalism and confidentiality
Maintain proper documentation and organize client files
Identify potential tax credits and liabilities to ensure maximum refunds or minimal liabilities
Advise clients on tax planning strategies and record keeping practices
Ensure compliance with IRS regulations and company policies
Work closely with team members to support seasonal workload and deadlines
Requirements
High school diploma or equivalent; associates or bachelors degree in accounting finance or related field preferred
Minimum 12 years of experience preparing tax returns
Registered Tax Preparer with CTEC (California) or Enrolled Agent (EA) designation preferred
Strong knowledge of federal and California tax laws
Proficiency with tax preparation software (e.g. Drake Lacerte or similar)
Excellent attention to detail and organizational skills
Ability to explain complex tax concepts to clients in a clear and helpful manner
Strong communication and customer service skills
Must maintain confidentiality and ethical standards
Work Environment & Schedule:
Office-based role in Oakland CA
Peak season requires overtime and occasional weekend hours
Off-season may offer flexible or part-time schedules
Benefits
Competitive hourly wage or salary based on experience
Bonuses or incentives during tax season
Professional development and training opportunities
Potential for year-round employment with bookkeeping or business services
Required Skills:
High school diploma or equivalent; associates or bachelors degree in accounting finance or related field preferred Minimum 12 years of experience preparing tax returns Registered Tax Preparer with CTEC (California) or Enrolled Agent (EA) designation preferred Strong knowledge of federal and California tax laws Proficiency with tax preparation software (e.g. Drake Lacerte or similar) Excellent attention to detail and organizational skills Ability to explain complex tax concepts to clients in a clear and helpful manner Strong communication and customer service skills Must maintain confidentiality and ethical standards Work Environment & Schedule: Office-based role in Oakland CA Peak season requires overtime and occasional weekend hours Off-season may offer flexible or part-time schedules
Tax and Business Services of Oakland is a locally trusted provider of professional tax preparation planning and small business consulting services. We pride ourselves on personalized service accurate filings and helping our clients make informed financial decisions. We are seeking a knowledgeable an...
Tax and Business Services of Oakland is a locally trusted provider of professional tax preparation planning and small business consulting services. We pride ourselves on personalized service accurate filings and helping our clients make informed financial decisions.
We are seeking a knowledgeable and detail-oriented Tax Preparer to join our growing team. The successful candidate will be responsible for preparing accurate and timely federal and state tax returns for individuals small businesses and self-employed clients. The ideal applicant has experience in tax preparation strong customer service skills and the ability to work independently in a fast-paced environment.
Key Responsibilities:
Prepare and file accurate federal state and local tax returns for individuals and small businesses
Review financial records such as income statements and documentation of expenditures
Conduct initial client interviews to gather information and assess tax needs
Stay up to date on tax law changes deductions and credits
Resolve client questions and tax issues with professionalism and confidentiality
Maintain proper documentation and organize client files
Identify potential tax credits and liabilities to ensure maximum refunds or minimal liabilities
Advise clients on tax planning strategies and record keeping practices
Ensure compliance with IRS regulations and company policies
Work closely with team members to support seasonal workload and deadlines
Requirements
High school diploma or equivalent; associates or bachelors degree in accounting finance or related field preferred
Minimum 12 years of experience preparing tax returns
Registered Tax Preparer with CTEC (California) or Enrolled Agent (EA) designation preferred
Strong knowledge of federal and California tax laws
Proficiency with tax preparation software (e.g. Drake Lacerte or similar)
Excellent attention to detail and organizational skills
Ability to explain complex tax concepts to clients in a clear and helpful manner
Strong communication and customer service skills
Must maintain confidentiality and ethical standards
Work Environment & Schedule:
Office-based role in Oakland CA
Peak season requires overtime and occasional weekend hours
Off-season may offer flexible or part-time schedules
Benefits
Competitive hourly wage or salary based on experience
Bonuses or incentives during tax season
Professional development and training opportunities
Potential for year-round employment with bookkeeping or business services
Required Skills:
High school diploma or equivalent; associates or bachelors degree in accounting finance or related field preferred Minimum 12 years of experience preparing tax returns Registered Tax Preparer with CTEC (California) or Enrolled Agent (EA) designation preferred Strong knowledge of federal and California tax laws Proficiency with tax preparation software (e.g. Drake Lacerte or similar) Excellent attention to detail and organizational skills Ability to explain complex tax concepts to clients in a clear and helpful manner Strong communication and customer service skills Must maintain confidentiality and ethical standards Work Environment & Schedule: Office-based role in Oakland CA Peak season requires overtime and occasional weekend hours Off-season may offer flexible or part-time schedules
Job Location:
Monthly Salary:
$ 23 - 32
Posted on:
30+ days ago
Vacancies:
1 Vacancy
