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 recordkeeping practices
Ensure compliance with IRS regulations and company policies
Work closely with team members to support seasonal workload and deadlines
Qualifications:
High school diploma or equivalent; associate’s or bachelor’s degree in accounting, finance, or related field preferred
Minimum 1–2 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
Compensation & 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
...Medical Facility in Washington State is seeking an experienced Board Certified/Board Eligible OB/GYN Physician for their current opening. Candidates must have at least 2 years experience. To be considered for this position, you must complete an ACGME/AOA accredited OB...
Every employee with Reeder Chevrolet is absolutely critical to its success. Reeder Chevrolet has been a family-owned and operated business since 1912. We were the #1 volume dealer in Tennessee in 2017 and received the Mark of Excellence award. Our rapid growth and fast-...
Medcor is looking to hire an EMT or Paramedic on a PRN basis (as-needed) to be an Onsite Health Technician at our construction site clinic... .... We feel we offer more training than most other companies.~Travel! With new clients and projects added daily, there is always an...
...T Bank, N.A. has partnered with SmartHR in their search for a Chief Trust Officer. T Bank is a national bank and trust that is part of Tectonic Financial, a Texas-based financial services group. T Bank prides themselves in fostering a collaborative environment where employees...
...Candidates must successfully pass a coding challenge, background check, and drug screening. Responsibilities: As an entry-level Software Developer, I expect you to engage in development using Java, Spring Boot, Microservices, and APIs while providing expertise...