Tax Preparer

Robert Half • Arcadia, CA

411d

About The Position

The Tax Preparer role at Robert Half in Arcadia, California, is a contract position focused on facilitating tax preparation processes. The position requires handling various tasks related to individual tax returns, client interactions, and maintaining confidentiality while ensuring accuracy in all transactions.

Requirements

• Proficiency in Excel formulas is mandatory
• Must hold a Bachelor's degree in Accounting, Finance, or a related field
• Should possess a Certified Public Accountant (CPA) or Enrolled Agent (EA) certification
• Minimum of 2 years experience in tax preparation
• Familiarity with tax software such as TurboTax or H&R Block is a plus
• Strong attention to detail and accuracy
• Ability to manage multiple clients and meet tax filing deadlines
• Excellent communication skills to explain tax complexities to clients
• Ability to maintain confidentiality of sensitive information
• Up-to-date knowledge of the latest tax regulations and laws
• Strong analytical skills for interpreting tax laws and documents
• Ability to work under pressure during tax season
• Willingness to work extended hours during peak tax periods
• Strong organizational skills to manage tax documentation effectively
• Ability to work both independently and as part of a team
• Must have a strong ethical standard and integrity

Nice To Haves

• Familiarity with tax software such as TurboTax or H&R Block is a plus

Responsibilities

• Prepare individual tax returns accurately
• Organize and prepare tax packets for clients
• Manage the process of scanning, filing, invoicing, and emailing client documents
• Act as a liaison between clients and other departments
• Utilize Excel formulas to perform tax calculations and generate reports
• Ensure all client interactions and transactions are recorded accurately
• Maintain a high level of confidentiality and professionalism at all times
• Monitor and update client accounts as necessary.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree