ADACI
ADACI is looking for a licensed tax and accounting professional with at least 5 years of experience serving a diverse clientele.
ADACI is a boutique tax and business advisory firm nestled in the heart of downtown Oakland. In business since 2009, we specialize in serving entrepreneurs, investors, nonprofits, and high‑net‑worth clientele.
While tax planning, advisory, and resolution work is our primary offering, we also provide business advisory, creation, and transition services for entrepreneurs and small business owners.
You will be working in person and directly with the owner, Al Darnell Jr., MBA, EA (BiG Al), and our Executive Assistant in downtown Oakland.
We are looking for someone that works well in a small office environment, enjoys challenging and complex tax work across a variety of industries, is self‑motivated, can manage their own projects and meet critical deadlines, and requires minimal oversight.
This person must pay acute attention to detail, be able to work independently or as part of a team, and have strong written and verbal communication skills.
Salary: Starting at $90,000/year
Benefits: Flexible Schedule & Performance Bonuses
Qualifications
Minimum of 3+ years of experience in tax preparation, accounting, and client service
Strong understanding of US tax code and regulations
Excellent analytical and problem‑solving skills
Proficient in tax preparation and accounting software programs
Exceptional communication and interpersonal skills
Ability to prioritize tasks, manage deadlines, and work independently
Meticulous attention to detail and a commitment to accuracy
Responsibilities
Prepares complex tax returns for individuals, partnerships, corporations, and trusts
Provides tax planning and consulting services for small businesses and high‑net‑worth individuals
Directly engages with clients and co‑workers, building and cultivating strong professional relationships
Completes bookkeeping and accounting for clients, including reconciliation and the closing of books
Does tax and business research and provides sage advice to clients looking to save taxes and improve business efficiencies
Requirements
Must be able to pass a full background check
Must have current and valid PTIN and CTEC licenses
Must have the ability to complete a tax return from intake to client delivery with minimal supervision
Must have recent experience completing 1040, 1120, 1120S, and 1065 with all schedules
Positive attitude and ability to collaborate with others in a team‑based environment
Ability to commute reliably to Oakland, CA 94607 or are willing to relocate before starting work
Preferred
Licensed Tax Preparer by IRS and CTEC, Enrolled Agent or CPA licensed in CA, in good standing, with no prior or pending sanctions or litigation
Experience with other accounting functions related to bookkeeping, payroll, sales tax, and other business accounting tasks
License/Certification Licensed Tax Preparer by IRS and CTEC, CPA, or Enrolled Agent
Software
G‑Suite
Microsoft Suite
Apple
QuickBooks Online
ProConnect Tax Online
Evernote Teams
Dropbox
DocuSign
eFax
Adobe Acrobat
TaxDome
Seniority Level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industry Business Consulting and Services
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ADACI is a boutique tax and business advisory firm nestled in the heart of downtown Oakland. In business since 2009, we specialize in serving entrepreneurs, investors, nonprofits, and high‑net‑worth clientele.
While tax planning, advisory, and resolution work is our primary offering, we also provide business advisory, creation, and transition services for entrepreneurs and small business owners.
You will be working in person and directly with the owner, Al Darnell Jr., MBA, EA (BiG Al), and our Executive Assistant in downtown Oakland.
We are looking for someone that works well in a small office environment, enjoys challenging and complex tax work across a variety of industries, is self‑motivated, can manage their own projects and meet critical deadlines, and requires minimal oversight.
This person must pay acute attention to detail, be able to work independently or as part of a team, and have strong written and verbal communication skills.
Salary: Starting at $90,000/year
Benefits: Flexible Schedule & Performance Bonuses
Qualifications
Minimum of 3+ years of experience in tax preparation, accounting, and client service
Strong understanding of US tax code and regulations
Excellent analytical and problem‑solving skills
Proficient in tax preparation and accounting software programs
Exceptional communication and interpersonal skills
Ability to prioritize tasks, manage deadlines, and work independently
Meticulous attention to detail and a commitment to accuracy
Responsibilities
Prepares complex tax returns for individuals, partnerships, corporations, and trusts
Provides tax planning and consulting services for small businesses and high‑net‑worth individuals
Directly engages with clients and co‑workers, building and cultivating strong professional relationships
Completes bookkeeping and accounting for clients, including reconciliation and the closing of books
Does tax and business research and provides sage advice to clients looking to save taxes and improve business efficiencies
Requirements
Must be able to pass a full background check
Must have current and valid PTIN and CTEC licenses
Must have the ability to complete a tax return from intake to client delivery with minimal supervision
Must have recent experience completing 1040, 1120, 1120S, and 1065 with all schedules
Positive attitude and ability to collaborate with others in a team‑based environment
Ability to commute reliably to Oakland, CA 94607 or are willing to relocate before starting work
Preferred
Licensed Tax Preparer by IRS and CTEC, Enrolled Agent or CPA licensed in CA, in good standing, with no prior or pending sanctions or litigation
Experience with other accounting functions related to bookkeeping, payroll, sales tax, and other business accounting tasks
License/Certification Licensed Tax Preparer by IRS and CTEC, CPA, or Enrolled Agent
Software
G‑Suite
Microsoft Suite
Apple
QuickBooks Online
ProConnect Tax Online
Evernote Teams
Dropbox
DocuSign
eFax
Adobe Acrobat
TaxDome
Seniority Level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industry Business Consulting and Services
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