Description We are offering an exciting opportunity for a Tax Preparer in Upland, California. In this role, you will be primarily responsible for preparing tax returns, working with Quickbooks, and interacting with clients. This role is particularly suitable for those with strong 10-key skills and experience with individual, C, S-Corps, and Partnership tax preparation.Responsibilities: Prepare tax returns for individuals, C, S-Corps, and Partnerships with accuracy and efficiency. Utilize Quickbooks for various accounting tasks related to tax preparation. Perform 10-key assessments as part of the financial data entry and calculation process. Provide exceptional customer service by facing clients and communicating effectively. Maintain up-to-date knowledge of EA or CTEC certification requirements and standards. Leverage software such as Creative Solutions - UltraTax and Ultratax CS for tax preparation tasks. Utilize strong communication skills to interact with clients and address their inquiries. Maintain and update client records regularly, ensuring all information is accurate and current. Monitor client accounts and take appropriate action when necessary. Process client tax documentation in a timely and efficient manner.Contact Cherilynn (909) 545-6640 to be considered. Requirements Keys:
Strong tax preparation experience
Strong QuickBooks experience a plus
UltraTax preferred
10 Key Assessment
Public Experience is a PLUS
EA or CTEC Certification
Individual Tax Preparation
C, S-Corps, and Partnerships Tax Experience
Client Facing/Good Communication
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) .
