Senior Tax Preparer Job at Robert Half (Phoenix)

Job Responsibility

Prepare federal and state tax returns for individuals, partnerships, S corporations, and C corporations across a range of industries
Examine client financial records, bookkeeping files, and source documentation to identify missing information, reporting issues, and potential tax considerations
Create and post adjusting journal entries as needed to align financial data with accurate tax reporting requirements
Reconcile account balances and assemble basic financial statements, including balance sheets and income statements, to support tax filings
Apply current federal, state, and local tax regulations to complete compliance work accurately and consistently
Organize and maintain thorough workpapers that clearly support return positions and related calculations
Use tax software such as ProSeries and comparable platforms to prepare, review, and finalize returns efficiently
Communicate with stakeholders to clarify financial details, resolve discrepancies, and keep engagements moving forward in a remote work setting

At least 3 to 5 years of recent tax preparation experience in a public accounting or tax firm setting
Demonstrated ability to prepare returns for individuals, partnerships, S corporations, and C corporations with minimal supervision
Hands-on proficiency with Intuit ProSeries or a similar form-based tax preparation system
Solid understanding of accounting fundamentals, including trial balances, account reconciliations, and financial statement assembly
Strong attention to detail with a consistent focus on accuracy, completeness, and quality control
Ability to work independently from a secure home office with reliable high-speed internet access
Effective written and verbal communication skills for collaborating with clients and internal stakeholders in a remote environment
CPA or Enrolled Agent designation is preferred but not required
experience serving healthcare or medical clients is a plus