Tax Preparer

3 weeks ago


Santa Rosa, United States Robert Half Full time
Job DescriptionJob DescriptionWe are seeking a Tax Preparer to join our team in Santa Rosa, California. As a Tax Preparer, you will primarily be responsible for managing business tax preparation and conducting year-end accounting audits with clients. You will also interface with the tax manager and utilize various accounting software systems in your role.

Responsibilities:
• Handle the preparation of business tax returns accurately and efficiently
• Conduct comprehensive audits of year-end accounting with clients
• Interface effectively with the tax manager to ensure smooth operations
• Utilize accounting software systems such as ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, and Drake Tax Software for various tasks
• Employ Lacerte or ProConnect software in tax preparation
• Ensure customer service by resolving client inquiries promptly and professionally
• Perform data entry tasks related to accounting functions and allowances
• Monitor and manage customer accounts, ensuring accurate record keeping and taking appropriate actions as needed• Job title: Tax Preparer
• Minimum of 5 years of experience in a similar role
• Proficiency in Accounting Software Systems is mandatory
• Experience with ADP - Financial Services is required
• Must be familiar with CCH ProSystem Fx
• Knowledge of CCH Sales Tax is necessary
• Proficiency in using Drake Tax Software is a prerequisite
• Must possess strong understanding of Accounting Functions
• Should have experience dealing with Allowances
• Excellent Customer Service skills are essential
• Must be adept at Data Entry tasks
• Knowledge of Deductible aspects is vital
• Experience with Lacerte Tax Software is a plus

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