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Description

The Tax Preparer is responsible for providing accurate, timely, and compliant tax preparation services to individuals, small businesses, and organizations. Working independently or as part of a team, the Tax Preparer reviews financial records, conducts client interviews, and ensures all tax filings comply with current regulations.

Key Responsibilities:

+ Client Consultation and Data Gathering:

+ Meet with clients to collect essential financial information, review income statements, receipts, and previous tax returns, and clarify applicable credits, deductions, or adjustments.

+ Tax Return Preparation:

+ Prepare and file federal, state, and local tax returns for individuals and businesses, including Schedule C, corporate, and partnership returns as appropriate.

+ Research and Compliance:

+ Remain up to date on the latest federal, state, and local tax laws and regulations to ensure accuracy and compliance; identify areas for potential savings and inform clients of relevant changes.

+ Accuracy Assurance:

+ Double-check all computations, forms, and backup documentation to minimize risk of audits, penalties, or rejections. Check calculations, verify totals and ensure compliance with statutes.

+ Client Relationship Management:

+ Maintain strong, professional relationships with clients, explaining complex tax concepts and answering tax-related questions throughout the year and during tax season.

+ Recordkeeping:

+ Maintain organized and confidential electronic and paper files of all client documents, tax returns, and correspondence according to company and regulatory guidelines.

+ Use of Technology:

+ Utilize tax preparation software and other systems to efficiently process returns, check for errors, and streamline workflow.

+ Audit Support:

+ Assist clients in the event of IRS or state audit, compiling supporting documentation, preparing written responses, and offering advice as needed.

+ Professional Development:

+ Attend tax workshops, webinars, and complete continuing education requirements to maintain credentials and enhance expertise.

Requirements

Qualifications:

+ Degree in Accounting, Finance, or related field preferred

+ Prior experience in tax preparation (individual and/or business) highly desired

+ Certified or registered with IRS or relevant state authority (e.g., Enrolled Agent, CPA, Registered Tax Return Preparer) is a plus

+ Proficiency with tax software and spreadsheet tools

+ High level of accuracy, attention to detail, and confidentiality

+ Excellent written and verbal communication skills

+ Strong customer service orientation and ability to work under deadlines

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) .