Tax Preparer

Robert Half • Greenville, SC

415d

About The Position

The Tax Preparer position at Robert Half is a contract role based in Greenville, South Carolina, focused on preparing tax documents and managing client communications within the financial services industry. The successful candidate will utilize various accounting software to streamline tax preparation processes and ensure accurate record-keeping for a diverse clientele, including clergy.

Requirements

• A minimum of 2 years of experience as a Tax Preparer or in a similar role.
• Proficiency in Accounting Software Systems to ensure efficient and accurate financial operations.
• Knowledge and experience in using ADP - Financial Services for payroll and tax processes.
• Familiarity with CCH ProSystem Fx for comprehensive tax compliance and productivity management.
• Ability to use CCH Sales Tax to manage complex sales tax processes.
• Experience with Drake Tax Software for tax preparation and document management.
• Thorough understanding of Accounting Functions to support the financial health of the organization.
• Knowledge of Allowances to assist clients in tax planning and saving.
• Strong Customer Service skills to provide excellent service to clients and resolve any issues promptly.
• Proficient in Data Entry to ensure accurate and timely entry of tax-related information.
• Understanding of Deductible to provide clients with effective tax strategies.

Responsibilities

• Utilize accounting software systems such as AlterTax, TaxDomo, and Excel to streamline tax preparation processes.
• Prepare and assemble tax documents for a diverse clientele, including a significant number of clergy.
• Regularly communicate with clients to address inquiries and provide excellent customer service.
• Manage ADP financial services and other accounting functions to ensure all financial data is accurate and up-to-date.
• Use CCH ProSystem Fx and CCH Sales Tax, as well as Drake Tax Software, to optimize tax preparation and tax-related activities.
• Maintain meticulous records of client data and transactions.
• Apply knowledge of allowances and deductions to maximize client tax benefits.
• Handle data entry tasks accurately and efficiently.
• Review and clear notes to ensure all tax-related documentation is accurate and comprehensive.

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: No Education Listed