Tax and Business Services of Oakland
2 - 10 employees
Founded 2016
💸 Finance
🤝 B2B
Finance • B2B
Tax and Business Services of Oakland is a local Oakland-based tax preparation and business services firm that provides tax preparation for individuals, businesses, LLCs, corporations, and select nonprofits, along with bookkeeping, payroll, business formation (including EIN acquisition), tax relief, and QuickBooks support. The firm also offers financial planning and life insurance advice and positions itself as a community-focused, experienced back-office partner serving small businesses and individuals in West Oakland.
Data Administrative Clerk
Job not on LinkedIn
🕒 October 8, 2025
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Tax and Business Services of Oakland
2 - 10 employees
Founded 2016
💸 Finance
🤝 B2B
Finance • B2B
Tax and Business Services of Oakland is a local Oakland-based tax preparation and business services firm that provides tax preparation for individuals, businesses, LLCs, corporations, and select nonprofits, along with bookkeeping, payroll, business formation (including EIN acquisition), tax relief, and QuickBooks support. The firm also offers financial planning and life insurance advice and positions itself as a community-focused, experienced back-office partner serving small businesses and individuals in West Oakland.
📋 Description
• Accurately input and update client data in our cloud-based tax and accounting software • Organize and label digital documents such as tax forms, W-2s, 1099s, and client correspondences • Verify completeness and accuracy of data received from clients and internal team members • Assist with secure file transfers and management using cloud storage platforms (e.g., Dropbox, Google Drive, or secure portals) • Support preparers by collecting, tracking, and organizing client documentation remotely • Communicate with clients via email or phone to request missing forms or clarify information • Maintain confidentiality and adhere to security standards for handling sensitive data • Help prepare electronic client packets and reports for virtual review meetings • Perform general administrative support duties such as scheduling and document formatting • Collaborate with team members using remote tools (Zoom, Slack, Trello, etc.)
🎯 Requirements
• High school diploma or equivalent required; associate’s degree preferred • 1+ year experience in data entry, admin support, or document management—preferably in accounting, tax, or financial services • Strong computer skills and familiarity with remote work tools (e.g., Microsoft Office, Google Workspace, PDF editors) • Experience with tax software (e.g., Drake, Lacerte, or similar) is a plus • Exceptional attention to detail and data accuracy • Strong organizational and time-management skills • Ability to work independently and manage multiple tasks remotely • Excellent written and verbal communication skills • Must have a secure internet connection and access to a quiet, professional remote workspace
🏖️ Benefits
• Competitive hourly rate based on experience • Paid training • Potential for recurring seasonal or year-round employment • Remote work flexibility • Professional development opportunities
Apply Now
