Tax Preparer

Responsibilities

• Prepare individual income tax returns using client-provided financial records and supporting documentation.
• Review tax forms, income statements, deductions, and credits to ensure filings are complete and accurate.
• Gather and organize client information while identifying missing details needed to finalize returns.
• Use tax software to enter tax data, calculate liabilities or refunds, and produce finalized filings.
• Communicate with clients to clarify financial information and explain filing requirements clearly.
• Stay current on applicable tax rules affecting individual returns and apply those standards during preparation.
• Maintain organized records and support a smooth filing process by tracking deadlines and submission status.
• Aid in corrections, follow-up documentation, and updates related to submitted individual tax returns.

Requirements

• Experience preparing individual tax returns in a tax or accounting environment.
• Working knowledge of personal income tax concepts, including common deductions, credits, and filing statuses.
• Proficiency with tax preparation software, including experience with UltraTax.
• Strong attention to detail and accuracy when handling financial information and tax documents.
• Ability to manage multiple returns efficiently during high-volume filing periods.
• Clear communication skills for working with clients and requesting additional documentation as needed.
• Familiarity with reviewing source documents such as W-2s, 1099s, and other income-related records.

Qualifications

• High school diploma or equivalent.
• Experience in a similar role preferred.
• Knowledge of tax laws and regulations.
• Basic computer skills, including proficiency with Microsoft Office.

Skills

• Tax preparation software (UltraTax).
• Attention to detail.
• Communication skills.
• Financial record management.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Access to company 401(k) plan.

Pay

0 - 0 USD / Yearly

Schedule

Ongoing

- Naples, FL - onsite - Permanent / Full Time - 0 - 0 USD / Yearly - We are looking for a detail-oriented Tax Preparer to support clients with accurate and timely individual tax filings. This position is ideal for someone who is confident navigating personal tax returns, reviewing financial information carefully, and delivering dependable service throughout the tax season. The role offers the opportunity to work directly with clients, apply sound judgment, and use tax software to prepare compliant returns.

Responsibilities:
• Prepare individual income tax returns using client-provided financial records and supporting documentation.
• Review tax forms, income statements, deductions, and credits to ensure filings are complete and accurate.
• Gather and organize client information while identifying missing details needed to finalize returns.
• Use tax software to enter tax data, calculate liabilities or refunds, and produce finalized filings.
• Communicate with clients to clarify financial information and explain filing requirements clearly.
• Stay current on applicable tax rules affecting individual returns and apply those standards during preparation.
• Maintain organized records and support a smooth filing process by tracking deadlines and submission status.
• Assist with corrections, follow-up documentation, and updates related to submitted individual tax returns.

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.