Tax Preparer

7 days ago


Albuquerque, United States Robert Half Full time
Job DescriptionJob Description

100% ON SITE IN ALBUQUERQUE NM - Local CPA seeks experienced Certified Tax Preparer for a potential Contract-to-Permanent role. Preferred experience includes: Lacerte Tax Software, Quickbooks Online. M-F 9-5, potential hybrid aspect ONCE hired on. 80k depending on experience - apply today



We are seeking a diligent Tax Preparer to join our team. In this role, you will manage client tax details, ensure the accuracy of records, and address client queries. You will also monitor client accounts and take necessary actions. The position is based in Albuquerque, New Mexico, and offers a contract for a potential permanent position in the CPA industry.


Responsibilities:


• Process client tax details with precision and efficiency

• Maintain accurate client tax records

• Address client queries related to tax preparation

• Monitor client accounts and take appropriate action as required

• Use accounting software systems effectively for client service

• Perform accounting functions as necessary

• Handle data entry tasks related to tax preparation

• Deliver excellent customer service in all client interactions

• Use Lacerte Tax Software and Quickbooks Online for tax preparation

• Manage allowances and deductions in client tax records

• Use ADP - Financial Services, CCH ProSystem Fx, and CCH Sales Tax in financial tasks

• Utilize Drake Tax Software in tax preparation tasks.

• Minimum of 2 years of experience as a Tax Preparer or in a similar role
• Proficiency in Accounting Software Systems
• Familiarity with ADP - Financial Services
• Experience with CCH ProSystem Fx and CCH Sales Tax
• Prior usage of Drake Tax Software
• Adept at handling Accounting Functions
• Understanding of Allowances in a financial context
• Strong Customer Service skills
• Proficient in Data Entry tasks
• Knowledge of Deductible policies
• Experience with Lacerte Tax Software
• Expertise in Quickbooks Online.
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