Tax Preparer

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