Tax associate jobs in Daly City, CA

Job DescriptionDirect Counsel is representing an Amlaw 100 firm in its search for an Associate - Tax - Transactional Labor & Employment. Practice Area: Labor & Employment Experience Required: Minimum of 2 years About the Opportunity: Direct Counsel is partnering with an AmLaw 100 firm renowned for advising the businesses and institutions that drive the global economy. As a market leader in major financial and business centers worldwide, the firm offers exceptional expertise and resources to help you evolve from an intellectually curious self-starter into a leading lawyer. If you aspire to be the best, this is the place for you. Qualifications: Minimum of 2 years of broad-based employment counseling experience. Experience providing employment support for mergers, acquisitions, and other corporate transactions. Strong background counseling employers of all types on a full range of employment relationship matters. Excellent academic credentials and outstanding communication, analytical, and writing skills. Admission to the jurisdiction where you are applying (or eligibility to waive in) is preferred. This is a non-litigation role focused on transactional and counseling work. Compensation: This position is paid according to the Cravath scale.

About the Opportunity The Executive Compensation, Employment & Benefits Practice is seeking a motivated and detail-oriented labor and employment associate with a minimum of two years of broad-based employment counseling experience to join our 3rd to 6th year associate class. Ideal candidates would have direct experience in employment law, with a focus on transactional work and client counseling, along with strong analytical, drafting, and communications skills. This is an opportunity to join a small, dynamic, and growing team dedicated to providing exceptional legal services regarding employment matters, working in close collaboration with practices across the firm. This non-litigation role will focus on: Providing labor and employment assistance in mergers, acquisitions, and other corporate transactions; Providing expert advice and counseling to employers of all types in all aspects of the employment relationship; and Drafting offer letters, employment agreements, independent contractor agreements, separation agreements, and non-competes and other restrictive covenant, to ensure alignment with client objectives and legal requirements. Items Needed to Apply: Resume, Cover Letter, Law School Transcript. Confidentiality For confidentiality reasons, the client's name is not disclosed at this stage. Qualified candidates will receive full details upon initial screening.

Seeking a highly qualified transactional midlevel associate with 3 - 6 years of law firm experience to join our Tax practice in the San Francisco or Silicone Valley office on a full-time basis. The successful applicant must have experience representing public and private companies, private funds, portfolio companies, and alternative investment vehicles in the tax aspects of fund formations, limited partner investments, mergers and acquisitions, and other similar transactional tax matters. They must also possess strong deal management, drafting, communication, negotiation and analytical skills. The applicant must also have the ability to comprehend how particular agreements fit within a larger landscape of agreements and goals, possess strong communications, interpersonal, and organizations skills, and have the ability to work independently.

This role is with PwC. PwC uses RippleMatch to find top talent. Career opportunities at PwC At PwC, our Tax JD professionals use their legal training to help clients navigate complex tax laws, structure business transactions, and make strategic decisions. In this dynamic advisory role, you'll apply legal analysis in a fast-paced, business-focused environment. As a Tax JD Associate, you will engage in tax compliance and client support, contributing to the delivery of exceptional tax services. You will be part of a dynamic team that assists clients in navigating complex tax laws and optimizing their tax positions. As an Associate, you will focus on learning and contributing to client engagements, developing your skills and knowledge to deliver quality work. You will build meaningful client connections, manage and inspire others, and grow your personal brand by deepening your technical knowledge of firm services and technology resources. Here, you'll discover a firm that has the opportunities, mentorship and technology to help take your career to the next level. PwC application process Applying to your school/university site will not count as an official application. When completing your application, you will be asked to upload your current resume. Current students and alumni interested in entry level opportunities are encouraged to apply. Application deadline We encourage you to apply as soon as possible. For many of our opportunities, we recruit on a rolling basis and will close as offers are accepted. Click here to view all PwC application deadlines. Responsibilities Typical responsibilities of a PwC professional at this level include but are not limited to: Apply a learning mindset and take ownership for your own development. Appreciate diverse perspectives, needs, and feelings of others. Adopt habits to sustain high performance and develop your potential. Actively listen, ask questions to check understanding, and clearly express ideas. Seek, reflect, act on, and give feedback. Gather information from a range of sources to analyze facts and discern patterns. Commit to understanding how the business works and building commercial awareness. Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements. What to know as you apply We're seeking candidates who plan to graduate with their Juris Doctorate (JD) by Spring 2026 for our Summer/Fall 2026 Associate opportunity! Applying to your school/university site will not count as an official application. For the majority of entry-level roles at PwC, job seekers are required to complete an assessment to be considered for the role. After you submit an application for an entry-level position, you should expect to receive the assessment via email within a few hours. Review our PwC entry level visa sponsorship eligibility site prior to applying. How can I learn more about PwC? Check out the top reasons people love working here. If you have questions, use our US Careers Recruiter Map to find and connect with your recruiter!

Job Description About Us: We are a forward-thinking CPA firm seeking a dedicated Seasonal Tax Preparer, with a strong background in individual (1040) and/or business tax returns (1065, 1120S). With a commitment to providing exceptional service and a flexible approach, we are proud to offer remote opportunities for qualified candidates. Position Summary: As a Seasonal Tax Preparer, you will handle a diverse range of tax preparation responsibilities for individual and business clients. This seasonal role requires a commitment to peak tax season hours, with additional part-time opportunities throughout the year. We value accuracy, professionalism, and a client-focused attitude. Duties: • Prepare and file accurate tax returns for individuals (1040) and/or businesses (1065, 1120S). • Ensure compliance with the latest tax regulations. • Communicate with clients to gather necessary information and address tax-related questions. • Provide exceptional customer service throughout the tax preparation process. Qualifications: • Minimum of 3 years of experience preparing tax returns for at least 50 clients per season. • Strong knowledge of federal and state tax rules, regulations, and practices. • Familiarity with UltraTax software (preferred but not required). • High attention to detail and accuracy in calculations. • Excellent communication and interpersonal skills. • Ability to handle sensitive financial information with confidentiality. • Reliable internet connection and comfort with remote work tools (if working remotely). Work Schedule: • Peak Season (February-April 15th): 40-50 hours/week. • Post-Peak Season (April 16th-May 31st): 20-25 hours/week. • Additional part-time hours available depending on firm needs. • Overtime hours will be compensated. Compensation: • $30-80/hr • Opportunity to work remotely for qualified candidates. #hc153072

Tax Associate Sagent Management is a growing and dynamic accounting and tax firm headquartered in Silicon Valley that offers accounting, tax, and management consulting services to publicly-traded companies, privately-held businesses, and high-net-worth individuals. Position Description The Tax Associate is primarily responsible for preparing complex individual, partnership, and corporate tax returns. We are looking for a talented individual who wants to be an important part of our dynamic team. Responsibilities - Prepare Federal, state, and local income tax returns. - Prepare quarterly estimated tax and extension payments for corporate and individual clients. - Respond to inquiries from the IRS and other tax authorities. - Conduct tax research and planning. Qualifications - BA/BS degree - Minimum 1 year of Federal tax compliance experience from a Big 4 or regional public accounting firm - Excellent analytical and organizational skills - High proficiency in Excel and GoSystem Tax Software - Strong communication skills - Ability to work independently - Excellent attention to detail Please send your resume for consideration. Principals only. No phone calls. Relocation is not available. Consideration for local candidates only. RECRUITERS - DO NOT CONTACT THE COMPANY. View all jobs at this company

Senior Accountant CPA - Tax / Audit Our client is a full service public accounting firm. As part of their growth strategic plans, we are looking to place a senior accountant. Every one of our professionals possesses significant audit, tax, and consulting experience. The firm, and many of its professional staff are members of the American Institute of Certified Public Accountants and California State Society of Certified Public Accountants. In our Audit Department, our focus is on providing audit, tax, and consulting services to not-for-profit entities organized under Section 501(c) of the Internal Revenue Code. Since our inception in 1990, our efforts have been solely concentrated on exempt organizations, including performing arts organizations, animal welfare groups, land management trusts, museums, HUD/Cal HFA housing groups, and others. Our Tax Department prides itself on timely and responsive service for individuals, trusts, partnerships, corporations, estates, and nonprofit organizations. We are looking for a Tax and Audit Professional to join our small team. Working environment is 100% flexible, with opportunities to work from home. The firm provides a very competitive salary, semi-annual bonuses, three weeks combined vacation and sick leave, expense reimbursements, and a comfortable and super-friendly work environment. Requirements: A Bachelor's degree Current CPA License A minimum of 5 years of audit experience Experience in nonprofit auditing Familiarity with financial statement preparation, including footnote disclosures and knowledge of the FASB Accounting Standards Codification At least 2 years of experience with tax preparation, principally with individual taxes Familiarity with Lacerte tax preparation software Knowledge of corporate and nonprofit taxation is not necessary, but would be a major advantage. Required experience: Accounting: 5 years minimum. Other Information: Equal opportunity employer To apply, send resume in word format with current salary for review and immediate interview.

Performing multistate sales and use tax compliance. Performing multistate tax fees research and look up rates. Maintaining and updating taxability matrices for all companies. Reviewing new product and service offerings to ensure proper tax treatment. Monitoring legislative and regulatory changes and communicating and coordinating with internal and external groups to ensure compliance with changes impacting company. Partnering with business development teams to provide accurate and timely indirect tax advice. Assisting with special tax projects as needed. resumes to: taxstaffing@gmail.com

Why work at Nebius Nebius is leading a new era in cloud computing to serve the global AI economy. We create the tools and resources our customers need to solve real-world challenges and transform industries, without massive infrastructure costs or the need to build large in-house AI/ML teams. Our employees work at the cutting edge of AI cloud infrastructure alongside some of the most experienced and innovative leaders and engineers in the field. Where we work Headquartered in Amsterdam and listed on Nasdaq, Nebius has a global footprint with R&D hubs across Europe, North America, and Israel. The team of over 800 employees includes more than 400 highly skilled engineers with deep expertise across hardware and software engineering, as well as an in-house AI R&D team. The role Nebius is experiencing continuous business growth, especially in revenue and fixed asset transactions within our Dutch legal entities. To support this growth while maintaining process efficiency and compliance, we are expanding our finance team. The Fixed Assets Accountant will play a key role in managing fixed asset transactions, vendor bill processing, and inventory controls. This position will ensure accurate financial reporting and adherence to internal controls as part of our Shared Services team. Your responsibilities will include: Maintain accurate records of fixed asset transactions, ensuring compliance with financial policies. Process vendor bills, vendor prepayments, and fixed asset purchases efficiently. Support purchasing and inventory control processes in line with business unit plans. Assist in optimizing and automating finance processes related to fixed assets. Collaborate with finance teams to enhance integration across financial systems (NetSuite, Expensify, HiBob, Billing, TMS). Ensure adherence to internal controls and support audit requirements. Provide financial reports and analysis related to fixed assets and manual transactions We expect you to have: Proven experience in accounting, with a focus on fixed assets and vendor transactions. Familiarity with financial systems, preferably NetSuite or similar ERP platforms. Strong analytical skills and attention to detail. Ability to manage high transaction volumes in a fast-paced environment. Understanding of Dutch accounting regulations and financial controls. Knowledge of GAAP accounting principles and best practices. It will be an added bonus if you have: Experience with process automation and finance system integration. Previous experience in a multinational or rapidly growing company. Proficiency in Excel and financial reporting tools. Strong communication skills and ability to work collaboratively. Big4 experience is a plus Competencies & Behavioral Traits Proactive and solutions-oriented mindset. Strong organizational skills and ability to prioritize tasks effectively. Ability to collaborate with cross-functional teams. High level of integrity and commitment to compliance. Willingness to support process improvements and efficiency initiatives. Ability to perform under pressure and handle high workloads with resilience. What we offer Competitive salary and comprehensive benefits package. Opportunities for professional growth within Nebius. Flexible working arrangements. A dynamic and collaborative work environment that values initiative and innovation. We're growing and expanding our products every day. If you're up to the challenge and are excited about AI and ML as much as we are, join us!

Objective: Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach. Core Responsibilities Include: Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients' financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans. Assist with tax-related onboarding of new clients or benefit offerings. Educate internal teams on tax-related matters relevant to insurance and retirement planning. Stay informed about current tax regulations and changes that may affect employees or clients. Ensure compliance with ethical standards and applicable laws. Requirements: Education - Bachelor's degree in Finance, Economics, Business Administration, or a related field. CPA designation required. Minimum of 3 years of experience in tax advisory, public accounting, or financial services. Strong communication and collaboration skills, both written and oral. Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus. Solid understanding of individual and small business taxation. Excellent listening skills to thoroughly understand client needs. Leadership qualities, with the ability to effectively educate and sell to clients. Problem-solving and analytical skills, with high attention to detail. Professional demeanor and conduct required. Must maintain a positive attitude and sense of humor! Compensation: The base salary range for this position is $100,000 to $140,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in additional quarterly incentive programs. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique employee culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients' schedules.

Job DescriptionDescription: Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns. Build, maintain and enhance client relationships. Advise clients on issues related to tax, finance & business practices. Identify, research, and resolve complex tax issues. Support manager with various ad-hoc projects. What we look for: 3+ years of experience preparing a variety of tax returns Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance Bachelor's Degree Required, Master's Degree Preferred EA or CPA required (or actively working towards licensure) What we offer: Opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Competitive compensation 401(k) and medical benefits Firm sponsored continuing education Requirements:

Full-Charge Bookkeeper / Tax Preparer Work Schedule : Full-Time | In-Office We are a well-established CPA firm in Central Marin seeking a Full-Charge Bookkeeper and Tax Preparer to join our growing team. This position plays a key role in supporting multiple external clients with a variety of bookkeeping and tax services. Were looking for someone who is reliable, detail-oriented, confident, and ready to hit the ground running. We offer a collaborative and professional work environment, with a commitment to providing exceptional service to our clients. Our employees are offered excellent growth opportunities, and have long-term tenure. Responsibilities: Full-cycle bookkeeping, including accounts payable/receivable, bank deposits, and account reconciliations Monthly and year-end closing, including journal entries Prepare and maintain vendor files and disbursement records Prepare financial statements for client review Tax preparation for individuals, corporations, and partnerships Work with CPA firm management on ad-hoc tasks and special projects Requirements: Bachelors degree required Prior experience with QuickBooks and tax preparation software Proven ability to manage bookkeeping for multiple clients Excellent Excel and Microsoft Word skills Experience with Lacerte tax software is preferred Enrolled Agent (EA) designation is a plus Strong organizational skills and the ability to prioritize tasks Comfortable working in a fast-paced, team-oriented environment Excellent communication and client service skills Benefits Include: Paid vacation and holidays Sick leave Health and dental insurance 401(k) with company contribution Flexible spending account (FSA)

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

Title: Revenue Accountant Schedule Format - Location: Hybrid - San Francisco Pay Information: $34.00-$42.00 Hourly KQED's annual operating revenue of about $90 million is derived from sources including contributions from members, underwriting revenue, foundation & development revenue, trade and in-kind donations, and fee for service arrangements. The Revenue Accountant is responsible for ensuring timely processing and coding of a high volume of customer billing and cash receipts. The Revenue Accountant is also responsible for the preparation of revenue related journal entries and reports in accordance with GAAP. KQED envisions a public media organization with a culture that centers on human dignity, equity, and belonging. This will enable us to better serve and reflect the Bay Area through diverse and inclusive storytelling. We value the contributions of marginalized people in society - including Black, Indigenous, and all people of color, people with disabilities, and LGBTQIA+ people - and we believe that these communities must be centered in the work we do, and we strongly encourage members of these communities to apply. KQED Code of Ethics ************************************** The mission that drives us: KQED provide citizens of Northern California with a community-supported alternative to commercial media. We provide citizens with the knowledge they need to make informed decisions; convene community dialogue; bring the arts to everyone and engage audiences to share their stories. We help students and teachers thrive in 21st-century classrooms, and take people of all ages on journeys of exploration- exposing them to new people, places and ideas. This role will work hybrid between working in KQED's newly renovated headquarters and working remotely. Essential Functions: 1 - Download daily cash transactions from the bank and maintain cumulative month to date data in an Excel workbook. Investigate and collaborate with key individuals across revenue departments, Human Resources, and Accounts Payable to identify and record unknown cash receipts. 2 - Download Previous Day Composite Report from banking website, which details the previous day's transactions, and utilize report to: Prepare Daily Cash Report to estimate available cash for operations. This is calculated using the previous day's cleared transactions per bank, outstanding check activity, and estimated disbursements for the day. Reconcile estimated disbursements against actuals. Monitor daily activity identifying transactions, inquire about unknown transactions or discrepancies, and confirm transactions posted. 3 - Collate cash and checks into specific deposit batches based upon type of cash receipt (i.e. contribution, non-contribution, revenue department, etc). Update AR Check Log Google Sheet, which is shared with Development and membership, flagging payments that are restricted or with conditions. Create PDF support documents to be copied into the KQED Cloud for sharing with other departments. Prepare internal paperwork to transfer funds for restricted gifts from the operating account. 4 - Prepare cash and checks for deposit into bank. Open Finance department mail and distribute, or re-route, to correct departments within KQED. Isolate checks and collate into deposit batches. Receive checks from other departments (Membership, Development, Sponsorship, etc.) and prepare for deposit. Scan checks, envelopes and other supporting documentation to create redacted PDF documents. Deposit checks using e-desktop scanner, confirm count, and total amount of deposits. Deposit in-person at the bank cash/checks received that cannot be deposited electronically. 5 - Manage Accounts Receivable email in-box Review e-mail at least twice a day, and immediately reply to urgent inquiries, such as confirming cash received, requests for an Account Statement, invoices, or a single use credit card hyperlink, etc. Maintain and create e-mail templates, or default replies, used to efficiently respond to common inquiries. Process urgent inquiries and collaborate with Revenue Manager (as needed), on responses for inquiries that require more attention, consideration, or similar. Manage inquiries where AR is awaiting a response until the issue is resolved or information required is received. Review e-mails flagged by Mimecast Spam Filter for e-mails that require attention. Review Junk e-mail folder to update white list of approved senders, update mailing lists, unsubscribe AR from marketing or social media notifications to organize and manage the AR inbox. 6 - In conjunction with outside consultant, review and reconcile transactions entered in the Customer Relationship Management (CRM) system, Revolutionary Online (ROI), to cash receipts (cash, checks, EFTs, and credit cards). Collaborate with gift processors in the Membership and Development departments to identify and process missing transactions. Investigate issues and work with other departments to resolve. Issues may include incorrect amounts, check numbers, deposit dates, and duplicate entries. Re-organize ROI transactions into system Deposit batches, which align with deposits made to WFB. Prepare cash receipts journal in GL software (Intacct). 7 - Become a steward of the WideOrbit (WO) trafficking and payments system and its data as it pertains to Finance. This includes but is not limited to: Preventing or eliminating duplicate customers, update credit status based on Aging, update billing contacts and preferred billing methods. Review D&B credit reports for new customers, approve WO finance credit stops, and, identify high risk companies. Assist other departments with troubleshooting or, making adjustments, to transactions as necessary. Update and create users for WO payment portal and refresh outdated payment links. Follow up on delinquent accounts and prepare monthly reporting for management review for collections priority. Draft FAQ for internal and external users of the system. Work with Account Executives, Corporate Sponsorship Ops, Customers, and WO Help to prevent invoice errors and investigate over/under payments. 8 -Maintain Balance Sheet Analyses of receivable and deferred revenue accounts. Investigate discrepancies and corrections needed. 9 - Actively pursue collection of outstanding accounts receivable: E-mail monthly account statements and payment past due reminders Document communication and efforts to collect, maintaining notes in the Aging 10 - Reconcile third party reports for vehicle donation program reporting with cash received, and prepare journal entries for month end close 11 - Other duties as assigned, but are not limited to: Filing, scheduling, meeting set-up, shredding checks after deposit, etc. Candidate qualifications: BA or BS degree in Accounting Finance or Business Administration. Minimum of five (5) years experience in accounts receivable, accounting, or general finance Strong attention to detail and 10-key skill. Highly organized and dependable. Knowledge of generally accepted accounting practices (GAAP). Ability to communicate professionally with organization staff/customers through multiple channels of communication (i.e. e-mail, Slack, in person, Zoom, and Google sheets). Working knowledge of MS software, Excel/Google Sheets, and Word. Ability to work under pressure and meet deadlines, has a sense of urgency. Ability to work in a team environment as well as to work independently. Non-profit industry experience (preferred) Working knowledge and experience with Intacct, ROI, and WideOrbit software (preferred). Physical Demands: Ability to lift a minimum of fifteen (15) pounds; Ability to exert maximum muscle force to lift, push, pull or carry; Ability to use abdominal and lower back muscles over time without fatigue; Ability to stand and/or sit for extended periods; Ability to bend, stoop, stretch, twist, sit, and reach; Fine motor skills; Good visual and auditory acuity. The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. NOTE: This job description is not intended to be all-inclusive. Employees may be required to perform other related duties as necessary to meet the ongoing needs of this organization. Powered by JazzHR ILMEKjuUrQ

Job DescriptionSeasonal Tax PreparerLocation: Concord, CAPay Range: $35-50/hr Full Time, HybridTemporaryWe are seeking an experienced Tax Preparer to join a stable, full-service tax firm committed to providing personalized solutions for every client's needs. As a Tax Preparer, you will be responsible for preparing and filing a wide range of tax documents while offering top-tier service to our diverse clientele. We are looking for a detail-oriented, self-driven professional who enjoys working independently and excels at managing complex tax filings. If you're passionate about delivering accurate results and helping clients navigate their tax obligations, we want to hear from you! Apply now or call Aileen at ************** to discuss this opportunity. Key Responsibilities: Tax Preparation & Filing: Prepare and file federal, state, and local tax documents, including individual and business returns, extensions, and quarterly payments. Tax Extensions: Prepare tax extensions as needed, assess client financials to determine liabilities, and communicate payment obligations before deadlines. Special Projects: Analyze financial data for special projects and support the tax team with year-end activities. Compliance & Documentation: Ensure compliance with federal, state, and local tax requirements while maintaining accurate and timely business documentation. Key Qualifications: EA or Certified Public Accountant (CPA) License preferred. 5+ years of experience in preparing individual and business tax forms. Strong knowledge of U.S. federal, state, and local reporting requirements for individual and business tax filings. Proficiency in MS Office and Excel; experience with Lacerte, UltraTax, or Drake Software is a plus. Bachelor's Degree in Accounting or Finance required. Ability to thrive in an independent work environment. Copy this link to share this opportunity! Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job DescriptionWe are in search of a Tax Preparation Assistant to join our team for the upcoming Tax season and potentially beyond. We are a well-established multi-service agency that has been a valuable community resource in the Sunnyvale, Santa Clara, & beyond for over 25 years. Someone experienced in Tax Preparation, Accounting, and other administrative duties is ideal but we are willing to train and mentor the right candidate interested in creating a stable career providing these services. (Recent college grads are a great fit or Spanish speaking with prior office skills). We are happy to train the potential candidates on our process before the beginning of the peak tax season. Must be Bi-Lingual in Spanish & English. We offer an opportunity to learn from Tax preparers with over 100 years of combined experience providing critical resources to the community. We want to invest in the right person to join & grow with our team, because it will allow us to provide more value to the communities we serve. Job Skills & Qualifications Direct interaction with clients, providing excellent customer service & phone etiquette Understanding of basic office operations & strong knowledge of MS Word/Google Docs Basic tax preparation data entry, invoice creation, & generate reports Provide important Tax Preparation & Resolution as needed Gather & organize all necessary company & client tax documentation on an ongoing basis Ensure records and computer system remain up-to-date, well-organized, and protected Handle administrative and clerical duties as needed on daily basis for tax responsibilities and deadlines Prepare or assist in preparing simple to complex tax returns for individuals or small businesses, including some light bookkeeping Must be able to work well independently and also with our office team. The ideal Tax Preparer will have at least one tax season experience and be Licensed/CTEC approved, HOWEVER we are willing to train & pay license fees for the right person who is a quick learner with a desire to grow professionally into a Tax/Accounting professional. Some preferred Qualifications: Experience with Intuit Pro Series Tax Software Strong knowledge of Microsoft Excel & report production One tax season experience desirable Good communication and interpersonal. Basic knowledge of tax laws and a willingness to be resourceful to find solutions when needed

Wealth Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond. Our offering is differentiated, superior and creates deep connections with our clients. What further sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors-including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital-we are rapidly scaling to redefine financial services for medical professionals. Join us as we build the future of financial services for doctors-faster, smarter, and at scale. Job Summary Earned is seeking a detail-oriented, client-focused, and experienced Tax Preparer to join our physician focused firm. The ideal candidate will be skilled in preparing and reviewing tax returns for individuals, corporations, LLCs, trusts, and estates. This role requires proactive client engagement, excellent communication skills, and a commitment to delivering an exceptional client experience. Key Responsibilities Prepare and analyze client financial statements Client tax onboarding Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents prepared both internally and provided to us by clients Meeting preparation for client meetings along with subsequent follow-up items Prepare client tax projections for estimated tax payments and future tax liabilities Prepare tax notice resolution package Prepare government audit responses Consistently remain alert to client satisfaction, address client needs, with timely follow-up and communicate appropriate information to engagement advisors and personnel Possess excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks Thrive in a high performing, fast-paced environment, maintaining composure and focus under pressure and deadlines Be detail-oriented and flexible to learn Strong collaboration skills Key Requirements CPA or EA Certification with a bachelor's degree At least 3 years' experience with tax preparation Prior bookkeeping experience (desirable) Tax code knowledge required Experience with QuickBooks and QuickBooks Online Bilingual: Proficiency in Hindi or Punjabi is a strong plus Benefits An attractive total compensation package Employer-sponsored health insurance (medical, dental, vision) 401k + 5% match

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Examples of the candidate's responsibilities include: Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations Completing tax planning and research Preparing federal and state & local tax returns Understanding tax regulations and accounting pronouncements Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is preferred Preferred Qualifications: Excellent written and verbal communication skills Strong computer skills, including proficiency in Microsoft Excel Ability to work effectively on a team Ability to work and multitask in a fast-paced environment At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $38 - $45 per hour

Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally. We have established deep relationships, some lasting over 20 years, with real decision makers. We offer long term opportunities along with a real understanding of the companies that we represent. We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent. Job Description This role is with a well-established, stable and growing firm located in the Concord/Walnut Creek area and is primarily remote; however, it is only open to candidates in the Greater San Francisco Bay Area who are able to come into an office on an as needed basis. Will be focused on assisting the accounting team with preparing both complex Corporate and Individual (HNW) Tax returns. This firm has a strong track record of promoting from within and manager level roles are also available. Candidates with a desire to coach, mentor and lead teams are strongly preferred. Qualifications Minimum of 5+ years of tax experience at a public accounting firm Strong technical proficiency with the preparation of complex Business and High Net Worth Individual tax returns. Must have solid computer skills technical proficiency wit MS Office Suite (Excel, Word & Outlook) and with recognized complex tax accounting software (CCH ProSystem/Axcess or Lacerte) Must be proactive and quick learner Excellent written and oral communication skills Strong organizational skills and attention to detail Bachelors with an emphasis on Accounting or a related field preferred. CPA or EA preferred but not required. Additional Information There are also potential seasonal/part-time time opportunities available. The company offers an excellent array of benefits to full-time employees..