Senior Tax Associate

Location: Oakland, California (In-Office)

Employment Type: Full-Time

Compensation: $100,000 – $115,000 annually

Benefits:

• 401(k) with company matching
• Medical and dental insurance
• Professional development and growth opportunities
• Engaging, client-facing work environment

About the Role:
FMS is seeking a detail-oriented Senior Tax Associate to join our Oakland office. This in-office role is ideal for an experienced tax professional who enjoys client meetings, overseeing complex returns, and working closely with individuals and business clients across a variety of industries.

Key Responsibilities:

• Prepare and review complex federal and state tax returns, including:
• Individual (1040)
• Partnership (1065)
• S Corporation (1120-S)
• C Corporation (1120)
• Handle K-1s
• Perform basis calculations and adjustments for partnerships and S corporations
• Collaborate on financial reports used for tax preparation
• Ability to research tax questions and responds to clients. 
• Communicate directly with clients to maintain and grow relationships
• Utilize and manage QuickBooks for client records
• Expereince with tax software, Lacerte expereince a plus.

Requirements:

• CPA or EA required
• Minimum 5 years of tax preparation experience preparing individual returns and pass through entities.
• Strong knowledge of accrual accounting
• Excellent communication skills and client service mindset
• Experience with individuals, partnerships, and small-to-mid-sized companies
• Ability to work full-time in-office in Oakland, California

Alternate Titles:

• Senior Tax Accountant
• Tax Senior Associate
• Tax Preparer – Senior Level
• CPA – Senior Tax Professional

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit 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.

Keywords:
FMS, Oakland CPA jobs, 1040, 1065, 1120, 1120S, K-1, K-3, QuickBooks, Lacerte, CPA, EA, tax preparation, tax review, basis adjustments, pass-through entities, partnership tax, S corp, C corp, in-office tax job, California tax accountant