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Robert Half Logo Robert Half · Finance

Financial Analyst - Entry Level

United States, Walnut Creek · Job Posted March 05, 2026

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Job Description

We are looking for an entry-level Financial Analyst to join our team on a contract basis in Walnut Creek, California. This role will provide essential support during the busy tax season, focusing on financial documentation and tax preparation tasks. Ideal for professionals seeking seasonal work, this position requires strong organizational skills and attention to detail.

Job Responsibility

  • Organize and review client tax documents, ensuring all necessary information is included
  • Calculate itemized deductions such as medical expenses, Medicare premiums, and assisted living costs
  • Prepare and assemble complete tax packets for final review and filing
  • Ensure consistency by referencing prior year tax returns and identifying recurring items
  • Analyze and organize key tax forms, including W-2s, 1099s, K-1s, and brokerage statements
  • Track income sources, capital gains, and pass-through income accurately
  • Utilize established checklists to maintain compliance and completeness
  • Maintain detailed records and documentation for all client files
  • Navigate Excel spreadsheets effectively, including the use of Pivot Tables
  • Use company software to manage files and streamline processing

Requirements

  • Previous experience in tax preparation or support roles
  • Strong knowledge of individual tax forms, including K-1s and 1099s
  • Familiarity with income reporting, capital gains, and itemized deductions
  • Exceptional attention to detail and organizational skills
  • Ability to follow structured processes and work within deadlines
  • Proficiency in Microsoft Excel, including basic navigation and Pivot Tables

Nice to have

Familiarity with tax preparation software is a plus

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
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