Tax Preparer

Tax Preparer

25 Oct 2024
California, Halfmoonbay, 94019 Halfmoonbay USA

Tax Preparer

Description Job Title: Seasonal Tax Preparer with Lacerte Experience (25 hours per week - can be flexible)Job Description:

Join a reputable financial firm as a seasonal Tax Preparer.

At the core, prepare individual income tax returns using Lacerte during the tax season.

Responsibilities:

Prepare & review individual federal, state, and local income tax returns using Lacerte tax software.

Conduct initial client interviews to understand individual tax situations thoroughly.

Provide expert advice to clients on tax preparation, laws, and regulations.

Guarantee confidentiality and security of all client information.

Stay updated with tax law changes and updates through thorough research.

Effectively respond to regulatory notices and assist clients with tax audits.

Communicate clearly about tax preparation progress with both clients and the management team.

Maintain positive relationships with clients through outstanding customer service.

Requirements

Qualifications:

2 years’ experience minimum in individual tax preparation, specifically using Lacerte tax software.

Strong understanding of tax codes, laws, and regulations.

Proficiency in Microsoft Office Suite, especially Excel.

High level of attention to detail and accuracy.

Excellent time management skills for meeting tight deadlines.

Strong customer service skills and ability to simplify complex tax information.

Independent yet team-oriented work habits.

This position demands commitment during the tax season. You must manage responsibilities and communication effectively while providing top-notch service to clients. Background checks (both criminal and credit) may be required.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 (https://www.roberthalf.com/us/en/mobile-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.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

Job Details

Jocancy Online Job Portal by jobSearchi.