Tax Preparer

About the Opportunity:
Our client is a growing wealth management firm that partners closely with attorneys and tax professionals to support clients nationwide with tax preparation services. They currently have a significant tax backlog of approximately 400–700 returns that need to be completed and only have one tax preparer on staff, so they’re looking for experienced professionals who can jump in quickly with minimal ramp-up time.

Responsibilities:

Prepare individual and business tax returns including:
1040
1120
1120S
1065
1041 returns
Prepare information returns and other compliance filings
Review individual and business tax returns for accuracy
Communicate directly with clients to collect tax organizers and missing documentation
Help clean up bookkeeping records needed for business tax filings
Work within Intuit ProConnect (highly preferred)
Manage workflow through internal systems/CRM tools
Communicate with clients across the country regarding tax-related matters
Assist with IRS and tax authority correspondence as needed

Ideal Background:

Recent tax preparation experience
Strong experience with both individual and business returns
ProConnect experience strongly preferred
Comfortable working independently in a remote environment
Strong communication and client follow-up skills
Able to handle high-volume workloads and shifting priorities

Qualifications:

• Proven experience preparing tax returns across forms 1040, 1120, 1120S, 1065, and 1041.
• Hands-on proficiency with Intuit tax software, including experience working in detail-focused tax preparation platforms.
• Strong background in individual and business tax preparation within a client-facing environment.
• Ability to interpret financial records and identify issues that may affect the accuracy of a tax return.
• Comfortable communicating directly with clients to obtain documents, explain information needs, and follow up on open items.
• Working knowledge of bookkeeping cleanup related to business tax return preparation.
• Strong organizational skills with the ability to manage a high workload and meet deadlines in a fast-paced setting.

Compensation

$25.00-$28.00 Hourly

About Us

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.

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