Tax and Business Services of Oakland · 3 months ago
Tax Preparer at Tax and Business Services of Oakland
Oakland, United States
Full-time
Onsite
Entry Level
$20.75/hr - $32.76/hr
1+ years expTax and Business Services of Oakland is a locally trusted provider of professional tax preparation, planning, and small business consulting services. We are seeking a knowledgeable and detail-oriented Tax Preparer to prepare accurate and timely federal and state tax returns for individuals and small businesses.
Accounting
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
Qualification
Required
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
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
Preferred
Registered Tax Preparer with CTEC (California) or Enrolled Agent (EA) designation preferred
Benefits
Bonuses or incentives during tax season
Professional development and training opportunities
Potential for year-round employment with bookkeeping or business services
Company
Tax and Business Services of Oakland
Hi my name is LaLane! I am a bay area native, from Berkeley, CA.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase