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
...role, you will: Perform security compliance duties for Linux systems, ensuring the secure, compliant, and reliable operation of Red Hat Enterprise Linux (RHEL) systems and associated applications. You will be responsible for applying DoD security standards, implementing...
...mention, innovative and delightful) vertically integrated, small EVs designed to meet the global mobility challenges of today and tomorrow.... ...is to inspire everyone to ride ALSOreplacing many local car, truck and SUV miles with ones on vehicles that are more affordable...
Senior Photonic Device Designer page is loaded## Senior Photonic Device Designerlocations: US, CA, Santa Claratime type: Full timeposted... ...applications such as supercomputers, gaming consoles and self driving cars. Come join us in our mission to Engineer the next generation of...
...Asian-inspired dishes to customers through our in-store kiosks and food service operations. With a presence in major grocery retailers... ...environment. Ensure all company standards, procedures, and regulatory and quality standards are met, including specific requirements...
...out our Enablement team, and were looking for an experienced Enablement Trainer and Onboarding Specialist to join us in New York. This role will focus primarily on enabling our high-performing Sales team, while also supporting Customer Success and Marketing initiatives...