Tax Preparer

Tax Preparer

20 Dec 2024
California, Pleasanton, 94566 Pleasanton USA

Tax Preparer

Description As a Seasonal Tax Preparer, you will support our client in preparing individual and small business tax returns accurately and efficiently. The ideal candidate has strong experience with tax preparation, a working knowledge of current tax laws, and a proven ability to meet deadlines. Familiarity and proficiency with Lacerte tax software is preferred to help ensure a smooth and productive season.Key Responsibilities:

Prepare and review a high volume of individual (1040) and small business (Schedule C, LLC) tax returns using Lacerte.

Identify potential tax credits and deductions to ensure clients pay accurate amounts and maximize their refunds.

Verify client information, gather and organize tax documents, and ensure compliance with all relevant tax regulations.

Communicate proactively with clients and internal team members to clarify data, request missing information, and keep stakeholders informed on progress.

Ensure accuracy, completeness, and compliance in all prepared returns before submission.

Follow up on any outstanding client issues or missing information promptly.

Adhere to strict confidentiality and data privacy standards in all client interactions.

Requirements

Experience: Minimum of 2 years of recent tax preparation experience, with demonstrated competency in individual and small business tax returns.

Software Skills: Proficiency with Lacerte tax software strongly preferred; familiarity with additional tax preparation tools is a plus.

Technical Knowledge: Up-to-date understanding of current tax laws and regulations, including recent changes and their implications on filings.

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.© 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 (https://www.roberthalf.com/us/en/terms) .

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