Liberty Group · 6 days ago
Tax Consultant
Oakland, CA
Contract
Hybrid
Senior Level
5+ years expLiberty Group is seeking a detail-oriented and experienced Tax Professional to join their team. This role involves working directly with clients to create strategic tax planning solutions, preparing tax returns, ensuring compliance with tax laws, and providing advisory services on financial matters.
AdviceFinanceFinancial ServicesRetirement
Hiring Manager
Noni Galloway, MBA, SHRM-CP
Responsibilities
Prepare and file federal, state, and local tax returns for individuals, businesses, and organizations
Advise clients on tax strategies to minimize liabilities while ensuring full compliance with applicable tax laws and regulations
Analyze financial statements and records to identify potential tax savings and risks
Assist clients with tax audits, respond to IRS inquiries, and provide documentation as needed
Stay updated on tax laws, industry trends, and new regulations that may impact clients
Provide timely tax planning and advisory services by answering questions and providing requested tax planning and preparation deliverables
Maintain accurate tax records, reports, and documentation for internal and external audits
Participate in marketing webinars/seminars representing the tax planning aspect of our business
Qualification
Required
Certified Public Accountant (CPA) or Enrolled Agent (EA) designation required
Bachelor's degree in Accounting, Finance, or a related field (Master's in Taxation is a plus)
Minimum 5 years of tax accounting experience in public accounting or a corporate tax environment
Proven ability to handle and manage tax services for 200+ households
Proficiency in tax software (e.g., QuickBooks, ProSeries, Lacerte, UltraTax, etc.)
Strong understanding of tax laws, accounting principles, and financial reporting
Strong interpersonal skills: Must have a pleasant attitude, team player, and excellent coaching abilities
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills for client interactions
High attention to detail and ability to meet deadlines
Experience with stock options is required
Preferred
Experience working with high-net-worth individuals or business entities
Familiarity with IRS audit procedures and tax dispute resolution
Experience working with Financial Wealth Companies strongly preferred
Benefits
Competitive compensation based on experience.
Remote and Hybrid schedule
Company
Liberty Group
Liberty Group is providing a retirement financial advisory service.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Candace Hamilton
Chief Compliance Officer
David Hollander
President & Founder
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