Tax Preparer

3 weeks ago


Charlotte, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a role in the financial services industry based in Charlotte, North Carolina, 28277, United States. We are seeking a Tax Preparer to join our team on a long-term contract. In this role, you will be tasked with various accounting functions including the preparation of both business and personal tax returns, utilizing various accounting software systems.

Responsibilities:

• Utilize Drake Tax Software and other relevant accounting software systems to process tax returns efficiently.
• Prepare both business and personal tax returns with high accuracy.
• Undertake data entry tasks to maintain accurate customer credit records.
• Provide exceptional customer service by resolving customer inquiries in a timely manner.
• Monitor customer accounts and take appropriate actions when necessary.
• Carry out other accounting functions as required.
• Manage allowances and deductions in tax return preparation.
• Work with ADP - Financial Services and CCH ProSystem Fx as necessary.
• Ensure compliance with CCH Sales Tax requirements in tax return preparation.• Proficiency in Accounting Software Systems is a must for effective management of financial data
• Familiarity with ADP - Financial Services will be required for efficient handling of tax related tasks
• Knowledge of CCH ProSystem Fx is essential for tax preparation and compliance
• Experience with CCH Sales Tax will be beneficial for managing sales tax related matters
• Skill in using Drake Tax Software is necessary for the role
• Understanding of various Accounting Functions is required to ensure accurate financial reporting
• Knowledge of Allowances is important for accurate calculation of taxable income
• Excellent Customer Service skills are needed to handle client queries and concerns effectively
• Strong Data Entry skills are required for accurate input of financial data
• Understanding of Deductibles is essential for accurate calculation of taxable income.
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