Top 41 Enrolled agent Jobs in Berkeley Ca

Tax Professional (CPA or EA)
Liberty Group —Oakland, CA
- $92,000 - $126,400 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Writing skills
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Experienced Tax Associate
Boos & Associates A Professional Corporation —San Francisco, CA
- $80,000 - $85,000 a year
- Full-time
- CPA
- Research
- Mid-level
Partner Tax Preparation Advisor Manager
PRICE WATERHOUSE COOPERS —San Francisco, CA
- $73,500 - $244,000 a year
- CPA
- Finance
- Master's degree
- Paid holidays
- Health insurance
Tax Associate (San Francisco, CA)
Mercer Advisors —San Francisco, CA
- $80,750 - $95,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Mid-level
- Office
- Paid parental leave
- Health savings account
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Tax Senior
Boos & Associates A Professional Corporation —San Francisco, CA
- $84,000 - $110,000 a year
- Full-time
- Microsoft Excel
- CPA
- Research
12d
Block Advisor Tax Advisor
H&R Block —Lafayette, CA
- $11 - $80 an hour
- Full-time
- CPA
- Sales
- 5 years
- Employee stock purchase plan
- Health insurance
Specialized Tax Services - Energy Incentives & Credits Senior Associate
PRICE WATERHOUSE COOPERS —San Francisco, CA
- $77,000 - $214,000 a year
- Computer Science
- Mentoring
- Fair chance
- Paid holidays
- Health insurance
Tax Director, NorCal Corporate Tax
Baker Tilly Advisory Group, LP —Walnut Creek, CA
- $223,000 - $362,600 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Quick Apply
13d
Partner Tax Preparation Advisor Senior Manager
PRICE WATERHOUSE COOPERS —San Francisco, CA
- $91,000 - $321,500 a year
- Remote
- 6 years
- CPA
- Finance
- Paid holidays
- Health insurance
Senior Tax Associate
Sydecar —San Francisco, CA
- $120,000 - $135,000 a year
- Nights as needed
- Hybrid work
- CPA
- Research
- Bachelor's degree
Tax Experienced Senior, Private Client Services
BDO —San Francisco, CA
- $80,000 - $125,000 a year
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Employee stock ownership plan
- Opportunities for advancement
Tax Senior Manager - Private Client Services
EisnerAmper LLP —San Francisco, CA
- Full-time
- Hybrid work
- CPA
- Office
- Master's degree
Partner Tax Preparation Advisor Senior Associate
PRICE WATERHOUSE COOPERS —San Francisco, CA
- $55,000 - $187,000 a year
- CPA
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Tax Manager, Private Client Services
BDO —San Francisco, CA
- $90,000 - $150,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Employee stock ownership plan
- Opportunities for advancement
Tax Experienced Manager, Core Tax Services
BDO —San Francisco, CA
- $100,000 - $180,000 a year
- Full-time
- Microsoft Excel
- 6 years
- Microsoft Outlook
- Employee stock ownership plan
- Opportunities for advancement
Tax Experienced Manager, Private Client Services
BDO —San Francisco, CA
- $120,000 - $180,000 a year
- Full-time
- Microsoft Excel
- 6 years
- CPA
- Employee stock ownership plan
- Opportunities for advancement
Tax Senior Manager, Corporate/ASC 740
BDO —San Francisco, CA
- $120,000 - $200,000 a year
- Full-time
- CPA
- Research
- Finance
- Employee stock ownership plan
- Opportunities for advancement
6d
Manager, International Tax
Deloitte —San Francisco, CA
- $108,430 - $246,870 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Block Advisors - Tax Advisor
H&R Block —Novato, CA
- $11 - $80 an hour
- Full-time
- CPA
- Sales
- 5 years
- Employee stock purchase plan
- Health insurance
Tax Strategist
Polston Tax Resolution & Accounting —United States
- $80,000 - $120,000 a year
- Remote
- CPA
- Mid-level
- 3 years
Quick Apply

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Tax Professional (CPA or EA)

Liberty Group
Oakland, CA

Quick Apply

Job Details

Full-time | Contract
$92,000 - $126,400 a year

Qualifications

Teamwork
Interpersonal skills
Tax accounting
Coaching
Bachelor's degree
Attention to detail

Full Job Description

Tax Professional Job Description

We are seeking a detail-oriented and experienced Tax Professional to join our team. The ideal candidate will work directly with our Liberty Wealth Management clients to help create a well-thought-out strategy, using a variety of investments and insurance products and services to address their financial needs and concerns. This person will have in-depth knowledge of tax regulations, strong analytical skills, and the ability to provide strategic tax planning for individuals and businesses. This role involves preparing tax returns, ensuring compliance with tax laws, and advising clients on financial and tax-related matters.

Key Responsibilities

Tax Preparation & Filing: Prepare and file federal, state, and local tax returns for individuals, businesses, and organizations.
Tax Planning & Compliance: Advise clients on tax strategies to minimize liabilities while ensuring full compliance with applicable tax laws and regulations.
Financial Analysis: Analyze financial statements and records to identify potential tax savings and risks.
Audit Support: Assist clients with tax audits, respond to IRS inquiries, and provide documentation as needed.
Regulatory Compliance: Stay updated on tax laws, industry trends, and new regulations that may impact clients.
Client Consultation: Provide timely tax planning and advisory services by answering questions and providing requested tax planning and preparation deliverables.
Record-Keeping & Documentation: Maintain accurate tax records, reports, and documentation for internal and external audits.

Qualifications & Skills

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
Experience filing 706 and 709s
Experience with tax preparation for estate planning and trusts.

Preferred Qualifications

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.

Working Conditions and Compensation:

Contracted position with the ability travel to Oakland, CA., and Larkspur, CA.
Hybrid schedule with preferred in-office hours for client consultations.
Full-time
Compensation based on experience.

Compliance:

Strong commitment to adhere to all rules and regulations as outlined by the Liberty Group and relevant regulatory bodies.

Physical and Other Requirements:

This position requires prolonged periods of sitting, standing, and hand use for computer operation. You will need to communicate clearly and effectively with clients and team members, both in writing and verbally. This role involves working with strict deadlines and in a collaborative team environment.

Disclaimer:

This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position and in no way states or implies that these are the only duties to be performed by the employee occupying this position. These duties are subject to change at the discretion of Management. Employees will be required to follow any other job-related instructions and perform any other job-related duties in compliance with Federal and State Laws. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.

Pay: $92,000.00 - $126,400.00 per year

Work Location: Hybrid remote in Oakland, CA 94609

Quick Apply

Refine Your Search

enrolled agent jobs in berkeley ca

Tax Professional (CPA or EA)

Experienced Tax Associate

Partner Tax Preparation Advisor Manager

Tax Associate (San Francisco, CA)

Tax Senior

Block Advisor Tax Advisor

Specialized Tax Services - Energy Incentives & Credits Senior Associate

Tax Director, NorCal Corporate Tax

Partner Tax Preparation Advisor Senior Manager

Senior Tax Associate

Tax Experienced Senior, Private Client Services

Tax Senior Manager - Private Client Services

Partner Tax Preparation Advisor Senior Associate

Tax Manager, Private Client Services

Tax Experienced Manager, Core Tax Services

Tax Experienced Manager, Private Client Services

Tax Senior Manager, Corporate/ASC 740

Manager, International Tax

Block Advisors - Tax Advisor

Tax Strategist

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