Tax Preparer Job at Robert Half (San Francisco)

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Tax Preparer

We are looking for a Tax Preparer to support individual tax filing needs for cli...

Location

United States , Edwards

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience preparing individual tax returns in a tax preparation setting
Demonstrated knowledge of personal income tax preparation and related filing practices
Proficiency with Lacerte Tax Software for return preparation and review
Strong attention to detail with the ability to identify errors and incomplete information
Effective communication skills for working directly with clients and collecting required documentation
Ability to organize workload, prioritize assignments, and meet established deadlines
Commitment to handling confidential financial information with discretion and integrity

Job Responsibility

Prepare and complete individual income tax returns with a strong focus on accuracy, compliance, and timely submission
Review financial records, tax documents, and supporting information to determine proper reporting and identify missing details
Communicate with clients to gather required information, clarify tax-related questions, and resolve discrepancies before filing
Use tax software to enter data, generate returns, and verify calculations across multiple client files
Examine completed returns for errors, inconsistencies, and potential issues before final delivery or submission
Maintain organized documentation and ensure tax records are handled securely and in accordance with applicable standards
Stay current on relevant individual tax rules and filing requirements to support accurate return preparation
Manage multiple tax engagements at once while meeting deadlines during high-volume periods

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Tax Preparer

A Tax Preparer vacancy has just opened with a firm in the Downtown LA area. Inte...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Spreadsheet and database capabilities
Comprehensive knowledge of Tax Preparation
3+ year experience preparing tax returns
Outstanding data entry skills
Ability to multitask effectively
Work independently with minimal supervision
Excellent communication skills (written and verbal)
AA or BS/BA in Accounting or finance preferred

Job Responsibility

Reply to incoming client calls to help with tax questions and set appointments
Produce other related duties and participate in special projects assigned
Arrange transaction tax returns manually utilizing various methods (Paper, E File, EDI Upload) with various government agencies
Compute and invoice for form preparation fees
Type appropriate data into Tax software application
Interact with clients to gather required information/documents

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Tax Preparer

We are looking for an organized Tax Preparer to support a busy tax season in San...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience preparing tax returns in an accounting or tax environment with a strong attention to detail
Hands-on knowledge of individual tax preparation and exposure to business entity returns
Familiarity with partnership and corporate tax concepts, including filings for C corps, S corps, and LLCs
Experience using tax software
UltraTax knowledge is preferred, though training is available
Working knowledge of QuickBooks and the ability to use financial data from bookkeeping systems
Strong attention to detail and the ability to produce accurate work under seasonal deadlines
Effective organizational and time-management skills when handling multiple returns at once

Job Responsibility

Prepare and review primarily individual income tax returns with a high level of accuracy and consistency
Assist with tax filings for partnerships, C corporations, S corporations, LLCs, and trusts as workload demands
Gather, organize, and assess client financial documents to ensure complete and compliant return preparation
Use tax preparation software to enter data, verify calculations, and finalize returns
training on UltraTax can be provided if needed
Work with bookkeeping records and financial reports, including information maintained in QuickBooks, to support return completion
Identify missing information, resolve discrepancies, and follow up promptly to keep filings on schedule
Maintain detailed workpapers and documentation that support completed tax returns and related calculations

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training

Tax Preparer

We are seeking a detail-oriented Tax Preparer to support a variety of tax engage...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting required. CPA designation or active pursuit of CPA certification preferred. Experience preparing business and individual tax returns in a public accounting environment. Strong knowledge of tax compliance, tax research, and accounting principles. Advanced Microsoft Excel skills and experience working with QuickBooks. Excellent analytical, organizational, and communication skills. Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment. Demonstrated job stability and a track record of long-term employment preferred.

Job Responsibility

Prepare and file individual, corporate, partnership, trust, and other tax returns
Conduct federal and state tax research and document findings
Prepare, reconcile, and review tax workpapers for accuracy and completeness
Assist with tax planning projects and client engagements
Monitor tax law changes and evaluate their impact on tax filings and compliance
Support responses to tax notices, audits, and examinations
Collaborate with team members on special projects and provide technical support as needed
Participate in business development and professional networking activities
Maintain firm standards and meet annual billable hour expectations

What we offer

medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
enrollment in company 401(k) plan (for contract/temporary professionals)

Tax Preparer

We are looking for an experienced Tax Preparer to join a boutique accounting fir...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 4 years of hands-on tax preparation experience, including both business and individual returns
Proficiency with Lacerte Tax Software in a detail-focused tax preparation environment
Working knowledge of QuickBooks for bookkeeping and financial record maintenance
Advanced Excel skills, including downloading, sorting, and preparing financial data for upload and analysis
Experience preparing or supporting monthly and annual financial statements
Strong verbal and written communication skills with a client-focused approach
Ability to work independently, stay organized, and complete assignments with accuracy and professionalism
College-level accounting coursework required
a bachelor’s degree is preferred

Job Responsibility

Prepare individual, corporate, and partnership tax returns with a high level of accuracy and attention to deadlines
Work closely with firm leadership to manage tax engagements from initial document review through final filing
Use Lacerte Tax Software to complete returns and maintain organized tax workpapers
Perform bookkeeping-related tasks and assist with the preparation of monthly and year-end financial statements
Import, organize, and reconcile bank and credit card activity in QuickBooks and Excel to support accounting records
Communicate with clients to gather required documentation, clarify financial details, and provide attentive service throughout engagements
Handle multiple assignments independently while maintaining accuracy, efficiency, and strong written documentation
Contribute to a range of tax, accounting, and business support projects for clients across different industries

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Fulltime

Tax Preparer

A Tax Preparer vacancy has just opened with a firm in the Downtown LA area. Inte...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Spreadsheet and database capabilities
Comprehensive knowledge of Tax Preparation
3+ year experience preparing tax returns
Outstanding data entry skills
Ability to multitask effectively
Work independently with minimal supervision
Excellent communication skills (written and verbal)
AA or BS/BA in Accounting or finance preferred

Job Responsibility

Reply to incoming client calls to help with tax questions and set appointments
Produce other related duties and participate in special projects assigned
Arrange transaction tax returns manually utilizing various methods (Paper, E File, EDI Upload) with various government agencies
Compute and invoice for form preparation fees
Type appropriate data into Tax software application
Interact with clients to gather required information/documents

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan
free online training

Fulltime

Tax Preparer

We are looking for an experienced Tax Preparer to join a CPA firm in Tucson, Ari...

Location

United States , Tucson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience preparing and reviewing tax returns for multiple entity types, including individual, corporate, partnership, and nonprofit clients
Strong understanding of federal, state, and local tax rules, along with the ability to apply tax research to real client situations
Proven ability to manage client relationships and communicate complex tax matters in a clear and detail-oriented manner
Proficiency with Microsoft Excel and Tax software accounting software such as UltraTax
Strong analytical skills, attention to detail, and the ability to manage multiple priorities in a deadline-driven environment.

Job Responsibility

Lead and support tax staff by setting clear expectations, offering technical guidance, and encouraging a collaborative team culture
Prepare and examine complex tax filings for individuals, corporations, partnerships, and nonprofit entities with a high degree of accuracy
Develop proactive tax planning recommendations that help clients manage obligations effectively while remaining aligned with applicable regulations
Monitor compliance with federal, state, and local tax requirements and address issues before they become larger risks
Research tax questions, interpret regulatory guidance, and present practical recommendations to clients and internal stakeholders
Maintain strong client relationships through regular communication, responsive service, and thoughtful advice tailored to business and personal needs
Assist with audit-related matters by reviewing tax balances, supporting financial statement accuracy, and helping clients respond to tax authorities when needed
Track legislative and regulatory updates, share key changes with clients and colleagues, and provide training to entry-level team members
Prepare tax forecasts, periodic reports, and income projections to support client planning and decision-making
Contribute to practice growth by identifying opportunities for additional tax services and recommending process improvements that increase efficiency and quality.

What we offer

Medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Tax Preparer

A Tax Preparer vacancy has just opened with a firm in the Downtown LA area. Inte...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Spreadsheet and database capabilities
Comprehensive knowledge of Tax Preparation
3+ year experience preparing tax returns
Outstanding data entry skills
Ability to multitask effectively
Work independently with minimal supervision
Excellent communication skills (written and verbal)
AA or BS/BA in Accounting or finance preferred

Job Responsibility

Reply to incoming client calls to help with tax questions and set appointments
Produce other related duties and participate in special projects assigned
Arrange transaction tax returns manually utilizing various methods (Paper, E File, EDI Upload) with various government agencies
Compute and invoice for form preparation fees
Type appropriate data into Tax software application
Interact with clients to gather required information/documents

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

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