Tax Preparer

Responsibilities

• Prepare and review individual tax returns with close attention to accuracy, compliance, and filing deadlines.
• Meet with clients to gather financial information, clarify tax-related questions, and provide a high-quality service experience.
• Apply current tax rules and regulations to assess documentation and complete returns correctly.
• Use tax preparation platforms, including Lacerte and other Intuit-based tools, to organize data and finalize filings.
• Examine supporting records for completeness and identify discrepancies or missing information before submission.
• Cook up with internal team members or related stakeholders to resolve tax issues and support audit or accounting matters when needed.
• Maintain organized client files and documentation in accordance with firm standards and regulatory requirements.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Previous experience preparing tax returns in a tax, audit, or public accounting setting.
• Working knowledge of individual income tax principles and filing requirements.
• Proficiency with tax software, including Lacerte and other Intuit applications.
• Strong communication skills with the ability to interact confidently and professionally with clients.
• A high level of accuracy, organization, and attention to detail when handling financial information.
• Ability to manage multiple assignments effectively during busy tax periods.

Qualifications

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Skills

Robert Half offers access to top jobs, competitive compensation and benefits, and free online training.

Benefits

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.