Tax Preparer

3 weeks ago


San Jose, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Tax Preparer in San Jose, California. Operating in the finance industry, this role involves the use of Lacerte Tax Software to prepare individual tax returns, including those with rental income, businesses, and W2s. The workplace is fast-paced and requires a high level of accuracy and efficiency.

Responsibilities:

• Utilize Lacerte Tax Software to complete individual tax returns
• Handle drop-off tax returns to ensure timely and accurate processing
• Manage tax returns for individuals with rental and business income
• Ensure all W2 forms are accurately processed and included in individual tax returns
• Leverage your CPA skills, if applicable, to ensure best practices in tax preparation and compliance
• Maintain up-to-date knowledge of tax laws and regulations to ensure accurate tax preparation
• Assist customers with any inquiries or issues regarding their tax returns.• Proficiency in Tax Preparation is compulsory, with a demonstrable history of handling complex tax scenarios.
• Experience with Individual Tax Return procedures is vital, with the ability to effectively manage client portfolios.
• Knowledge of Corporate Tax Return processes, including the ability to provide strategic tax advice to businesses.
• Proficiency in using Lacerte Tax Software, or similar tax preparation software, is required.
• CPA certification or equivalent accounting qualifications are necessary, showcasing a commitment to detail-oriented development in tax-related fields.
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