Tax Preparer Opportunity
We are looking for a skilled Tax Preparer to join our team in San Ramon, California. This contract to permanent position offers an excellent opportunity to work with an experienced tax team, handling diverse tax returns for individuals, businesses, trusts, and partnerships. The role provides a consistent Monday-Friday schedule and the potential for remote work after completing training.
Responsibilities:
- Assist the tax team in preparing and reviewing complex individual and partnership tax returns.
- Manage tax filings for various entities, including individuals, businesses, trusts, and partnerships.
- Utilize Ultra Tax Software and Creative Solutions to ensure accurate and efficient tax preparation.
- Analyze financial information and ensure compliance with relevant tax laws and regulations.
- Build and maintain strong client relationships by delivering exceptional service and communication.
- Coordinate multiple tasks and projects while adhering to strict deadlines.
- Apply working knowledge of automated accounting systems to streamline processes.
- Conduct thorough follow-ups to ensure all tax-related matters are resolved promptly and effectively.
- Collaborate with team members to support the completion of over 1,000 tax returns during peak seasons.
- Provide clear and detail-oriented communication, both written and verbal, to clients and stakeholders.
- Bachelor's degree in Accounting, Finance, Business, or a related field, or equivalent education and experience.
- Proficiency in tax preparation software, including Ultra Tax and Creative Solutions.
- Demonstrated ability to manage multiple tasks and projects simultaneously.
- Strong organizational skills with excellent follow-up capabilities.
- Effective interpersonal and communication skills, including presentation abilities.
- Ability to work under pressure and meet tight deadlines.
- Self-motivated and goal-oriented with a proactive approach to problem-solving.
- Familiarity with automated accounting systems and tax regulations.
Requirements:
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.
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.