Tax Preparer

Description

We are looking for a detail-oriented Tax Preparer to support tax firm in Marina, California. This is a contract to hire position focusing on gathering financial records, organizing client information, and assisting with accurate return preparation in a fast-paced environment. The role is ideal for someone who can balance precision, confidentiality, and responsive client service during high-volume tax periods.

Responsibilities:

• Gather and organize client tax documents, ensuring records are complete and easy to access throughout the preparation process.

• Enter financial details and supporting tax information into preparation systems with a high level of accuracy.

• Assist in drafting returns for individuals and business entities under the guidance of tax professionals.

• Examine submitted materials for missing items or inconsistencies and communicate with clients to obtain needed information.

• Monitor filing timelines and help the team stay on schedule during peak deadlines.

• Maintain orderly digital and physical records to support compliance and efficient document retrieval.

• Provide updates to clients regarding outstanding documents, return progress, and next steps.

• Handle administrative tasks such as scheduling, scanning, and general file management to keep daily operations running smoothly.

Requirements • High school diploma required; additional education in accounting, finance, or a related discipline is preferred.

• Previous experience in tax support, bookkeeping, administrative work, or a similar office-based role is preferred.

• Working knowledge of tax preparation software and Microsoft Office applications.

• Strong data entry ability with careful attention to accuracy and detail.

• Ability to safeguard confidential financial information and exercise sound discretion.

• Effective written and verbal communication skills for interacting with clients and internal team members.

• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.

• Familiarity with individual tax returns and tools such as QuickBooks is a plus.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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