Tax Preparer

3 weeks ago


Saratoga, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a long term contract employment opportunity for a Tax Preparer in the financial industry, located in Saratoga, California. The role involves handling all aspects of tax preparation, including complex individual and business returns. The job also demands a good understanding of accounting software systems and excellent customer service skills.

Responsibilities:

• Handle the preparation of complex individual tax returns, including those of high-net worth individuals and various scenarios such as stock options, partnership K-1, small business owners, rentals, 1031 exchanges, and sales of stocks.
• Prepare business and trust tax returns accurately and efficiently.
• Utilize accounting software systems, including ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, and Drake Tax Software.
• Manage high volume tax return processing and reporting.
• Provide excellent customer service, handling client inquiries and resolving issues.
• Maintain accurate client records and ensure data entry is up-to-date.
• Monitor client accounts and take appropriate action as needed.
• Coordinate with the team to manage jobs from start to finish.• Proficiency in Accounting Software Systems
• Experience with ADP - Financial Services
• Familiarity with CCH ProSystem Fx and CCH Sales Tax
• Knowledge of Drake Tax Software
• Ability to perform Accounting Functions
• Understanding of Allowances
• Excellent Customer Service skills
• Proficient in Data Entry
• Comprehensive knowledge of Deductibles
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