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Description We are looking for an experienced Tax Preparer to join our team on a contract basis in Los Altos, California. In this role, you will be responsible for managing individual tax returns and ensuring compliance with all applicable regulations. The ideal candidate will have strong attention to detail and the ability to work independently while meeting deadlines in a fast-paced environment.

Responsibilities:

• Accurately input tax documents and client information into Lacerte tax software.

• Prepare individual tax returns (1040s) and, depending on expertise, some trust returns.

• Conduct initial reviews of tax files before finalizing them under the guidance of leadership.

• Organize and document all tax filings to ensure timely submission and compliance.

• Communicate with clients to address missing information as necessary, primarily through remote interactions.

• Safeguard sensitive financial data by maintaining strict confidentiality.

• Work efficiently within a paperless system to manage tax files and related documentation. Requirements • Active Preparer Tax Identification Number (PTIN).

• Current CPA or EA certification (Certified Public Accountant or Enrolled Agent).

• Minimum of 2 years of recent experience in tax preparation, with a specialization in individual returns.

• Familiarity with trust return preparation is preferred but not mandatory.

• Proficiency in Lacerte tax software and strong computer skills.

• Advanced knowledge of Excel and Word, with the ability to work in a paperless environment.

• Strong organizational skills and the ability to meet deadlines in a fast-paced setting.

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.

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