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Senior Tax & Wealth Planning Advisor
Job in
Oakland, Alameda County, California, 94616, USA
Listed on 2026-07-10
Listing for:
Liberty Group, LLC.
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Tax Accountant, Tax Manager, Tax Advisor -
Accounting
Tax Accountant, Tax Manager, Tax Advisor
Job Description & How to Apply Below
Liberty Group, LLC. in Oakland, CA seeks a detail-oriented Tax Professional to prepare and implement tax strategies for Liberty Wealth Management clients, handling individual and business tax needs with regulatory compliance.
The role requires CPA/EA designation, 5+ years of tax accounting experience, proficiency with tax software like Quick Books, Pro Series, Lacerte and Ultra Tax, and experience with stock options, estates, and trusts; strong analytical, client-facing communication, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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