Tax Preparer Job at Tax and Business Services of Oakland, Oakland, CA

K05QVm1EYTh5QnJRcFMzNnYrM3ZlbDN0aEE9PQ==
  • Tax and Business Services of Oakland
  • Oakland, CA

Job Description

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

Job Tags

Hourly pay, Self employment, Part time, Full time, Work at office, Local area, Flexible hours,

Similar Jobs

Vensure Employer Solutions

Sales Agent - GA Job at Vensure Employer Solutions

 ...Strong understanding of sales processes and the ability to nurture leads into potential business opportunities. Education & Experience ~1-2+ years in outbound sales, cold calling, or telemarketing, ideally with logistics or freight forwarding companies.... 

Ceres Environmental Services, Inc.

Contracts Administrator Job at Ceres Environmental Services, Inc.

 ...College graduates welcome to apply Ceres Environmental Services, Inc. is seeking a highly organized and detail-oriented Contracts Administrator to join our team in Sarasota, FL. This full-time position is ideal for a motivated individual who thrives in a fast-paced environment... 

Vinsys Information Technology Inc

ERP Business Analysts - SAP Job at Vinsys Information Technology Inc

 ...enabling the deployment of S/4 Hana by housing the business processes, requirements and configuration details...  ...amount of work is in SAP CALM. Assignment Level Descriptor: Performs defined assignments in the entry level of the technical leadership career band... 

Domino's Franchise

Assistant Manager 4196 IL Job at Domino's Franchise

 ...the world requires exceptional team members working together. At Domino's, our people come first! Job Description AssistantManagerABOUT THE JOBAre you a natural born LEADER? Have you worked for a boss who didnt do things quite like you would if given... 

Select Staffing

Logistics Agent Job at Select Staffing

DescriptionNow hiring Logistics AgentSelect Staffing is seeking a detail-oriented...  ...Logistics Agent to join the team at Able Freight, a leading provider of perishable...  ...for someone with warehouse or logistics experience who thrives in a fast-paced, team-driven...