Financial Tax Services Assistant
3 weeks ago
**Key Responsibilities:**
- Preparation of Individual, Partnership, Corporate, and/or Trust tax returns
- Accounting calculations needed to prepare tax returns and quarterly estimates
- Perform online tax research
- Development of general technical and tax planning skills
- Assist with inquiries from the IRS and state tax authorities
- Bachelor degree in Accounting or related field
- Familiarity with Microsoft Office products (including Word and proficiency in Excel)
- General knowledge of accounting principles
- Outstanding organizational skills with ability to prioritize and multitask
- Fast learner, detail-oriented, and professional
- Able to handle confidential information appropriately
- Able to work both in a team environment and independently
- Working towards completion of CPA or EA exam preferred
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Financial Services Assistant
3 weeks ago
Oakland, California, United States Total Health Dental Care Full timeJob SummaryThe ideal candidate will have 2-3 years of experience in sales and/or management roles, with a proven track record of reaching goals and exceeding expectations. In addition to your technical skills, you must possess excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.Greet and welcome...
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Director of Financial Services
3 days ago
Oakland, California, United States University of California , Riverside Full timeWe are seeking an exceptional leader to serve as the Assistant Director of Student Business Services at the University of California, Riverside. As a key member of our team, you will be responsible for managing student disbursements, loan administration and collection, and billing receivables. Your expertise in financial services and ability to develop and...
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Financial Services Representative
5 days ago
Oakland, California, United States Disability Solutions Full timeAbout This OpportunityWe are seeking a skilled Financial Services Representative to join our team at Disability Solutions. As a key member of our organization, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key...
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Chief Financial Officer Assistant
15 hours ago
Oakland, California, United States Asian Health Services Full timeJob SummaryThe Deputy Chief Financial Officer position requires a seasoned finance professional with a strong track record of leadership and expertise in financial management. As a key member of our executive team, you will provide strategic guidance on budget management, cost-benefit analysis, forecasting, and securing new funding sources.You will be...
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Patient Financial Services Coordinator
2 weeks ago
Oakland, California, United States Alameda Health System Full timeJob SummaryWe are looking for a detail-oriented Patient Financial Services Coordinator to assist with the registration and financial screening processes for patients. This role requires excellent communication skills, as you will be working directly with patients to gather demographic and financial information.You will also be responsible for reviewing and...
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Financial Management Assistant
4 days ago
Oakland, California, United States University of California , Riverside Full timeAbout the Department:The Anthropology-Sociology department at the University of California, Riverside is a dynamic and interdisciplinary unit that seeks to understand the complexities of human societies and cultures. Our department is committed to excellence in teaching, research, and service, and we are seeking a skilled Administrative Assistant III to join...
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Senior Financial Manager Position
4 days ago
Oakland, California, United States Asian Health Services Full timeJob Summary: The Deputy Chief Financial Officer position at Asian Health Services requires a highly skilled and experienced individual to lead the finance department. The successful candidate will have a proven track record in financial management, staff supervision, and a deep understanding of the healthcare industry.About Asian Health ServicesAsian Health...
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Financial Services Representative
3 days ago
Oakland, California, United States Bank of America Full timeAbout the RoleThis Financial Services Representative position is ideal for individuals who enjoy building relationships and providing excellent customer service. You will work closely with clients to understand their financial needs and connect them with solutions that meet their goals.
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Director of Financial Operations
20 hours ago
Oakland, California, United States Asian Health Services Full timeAbout Asian Health ServicesAsian Health Services is a leading healthcare provider that offers a comprehensive range of services to patients in need. Founded in 1974, our organization has been dedicated to providing quality care to individuals regardless of their income, insurance status, or cultural background.We take a holistic approach to patient health,...
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Accounting and Financial Services Specialist
14 hours ago
Oakland, California, United States Tode Landscape Contractors Full timeAbout UsTodé Landscape Contractors Inc. has been serving the north New Jersey area for over two decades with an unwavering commitment to quality, innovation, and customer satisfaction.We are looking for an experienced Bookkeeper to join our team and contribute to our continued success. The ideal candidate will have a strong background in accounting,...
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Tax Professional
2 days ago
Oakland, California, United States H&R Block Full timeCompany OverviewH&R Block is a leading provider of tax preparation and financial services. Our mission is to help individuals and businesses navigate the complexities of taxation, ensuring they receive the maximum refund they deserve.We are committed to building a connected culture where everyone feels safe to bring their authentic self to work every day....
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Tax Examination Specialist
3 days ago
Oakland, California, United States Internal Revenue Service Full timeCompany OverviewThe Internal Revenue Service (IRS) is a U.S. government agency responsible for collecting taxes and enforcing tax laws. The IRS plays a vital role in supporting the nation's economy by providing critical services to taxpayers, including processing tax returns, issuing refunds, and auditing tax compliance.Job SummaryWe are seeking a highly...
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Financial Services Specialist
10 hours ago
Oakland, California, United States University of California Agriculture and Natural Resources Full timeJob OverviewAs a General Accountant with the University of California Agriculture and Natural Resources, you will be responsible for performing complex accounting tasks, including analyzing, monitoring, preparing, and reconciling financial information. This ensures the accurate representation of the organization's financial condition and supports internal...
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Financial Services Representative
3 weeks ago
Oakland, California, United States Cypress Memorial Insurance Services Full timeCareer Highlights:This role offers many exciting benefits, including the potential to earn $500 per day and more, access to exclusive leads, comprehensive training, and great performance rewards. You will also have the opportunity to build relationships with clients, generate leads, and provide exceptional customer service. If you are looking for a...
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Chief Financial Operations Officer
4 days ago
Oakland, California, United States Asian Health Services Full timeJob Overview:We are seeking a highly skilled Deputy Chief Financial Officer to join our team at Asian Health Services. As a key member of our leadership team, you will play a critical role in shaping the organization's financial strategy and ensuring compliance with relevant laws and regulations.About You:To succeed in this role, you should have a strong...
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Financial Services Advisor
2 weeks ago
Oakland, California, United States Rustman Agency Full timeBecome a Financial Services Advisor with Rustman Agency and start building a stable and lucrative career in the insurance industry. This role offers a unique blend of autonomy and support, allowing you to work from anywhere and set your own schedule.As a successful advisor, you'll have access to leads from customers who have already expressed interest in...
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Financial Services Coordinator
21 hours ago
Oakland, California, United States Total Health Dental Care Full timeYour RoleAs a Financial Coordinator at Total Health Dental Care, you will be responsible for greeting and welcoming patients, confirming appointments, presenting financial arrangements, and maintaining patient records. You will also build a schedule for the office, obtain production goals, and ensure the office is tidy and presentable.
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Financial Data Analyst
6 days ago
Oakland, California, United States Kaiser Permanente Full timeJob SummaryThis individual contributor is primarily responsible for assisting in researching and determining the likelihood of financial risk to the organization, supporting actuarial documentation, product line evaluation, and actuarial modeling, and assisting in financial risk and opportunity analyses.Key Responsibilities:Pursue self-development and...
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Financial Services Career Opportunity
21 hours ago
Oakland, California, United States Charles Schwab Full timeAbout Us">At Charles Schwab, we empower our employees to make a positive impact on their careers. Our innovative culture combines creative problem-solving with a passion for customer service, driving us to challenge the status quo and transform the finance industry.">Your Opportunity">As a Client Relationship Specialist (CRS), you will play a critical role...
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Oncology Service Line Financial Expert
4 weeks ago
Oakland, California, United States UC San Diego Full timeAbout the Role">The BMT & Oncology Service Line Coordinator plays a critical role in ensuring the smooth operation of the BMT & Oncology Service Line at UC San Diego. This position will be responsible for managing global contract follow-ups, tracking financial reports, and providing financial counseling to patients.Responsibilities">Manage global contract...