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Description

Our client, a well-established CPA firm in Santa Clara, is seeking an experienced Tax Preparer to provide interim, seasonal support during the busy tax season. This is a contract position ideal for candidates with proven expertise in preparing complex individual returns for high net worth clients and hands-on proficiency with Lacerte tax software. The ideal candidate is detail-oriented, possesses strong communication skills, and works well both independently and as part of a team.

+ Prepare and review federal, state, and local individual income tax returns for high net worth individuals, ensuring accuracy and compliance with all relevant tax regulations.

+ Input and manage client tax data using Lacerte tax software.

+ Identify potential tax savings and opportunities for clients while following best practices and firm policies.

+ Collaborate with partners and staff to resolve tax issues and respond to client inquiries promptly.

+ Assist with the organization and maintenance of client documentation and electronic files.

+ Meet strict deadlines in a fast-paced, deadline-driven environment.

Requirements

+ Minimum of 2 years of recent, relevant tax preparation experience, with a focus on high net worth individual returns.

+ Prior experience utilizing Lacerte tax software is required.

+ Comprehensive knowledge of current federal and California state individual tax laws.

+ Excellent organizational, communication, and analytical skills.

+ Ability to maintain confidentiality and professionalism at all times.

+ Availability to work full-time hours throughout the duration of the tax season (January – April).

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) .