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Tax Preparer
Job Description
Description The Tax Preparer is responsible for preparing accurate individual, corporate, partnership, and trust tax returns using Lacerte tax software. This role reviews client financial documents, applies current tax laws, identifies deductions and credits, and ensures timely filing in compliance with federal, state, and local regulations. The Tax Preparer may also communicate with clients to gather missing information, answer tax-related questions, and support tax planning and compliance efforts.
Key Responsibilities:
+ Prepare federal, state, and local tax returns using Lacerte tax software
+ Review client financial records, including W2s, 1099s, K-1s, brokerage statements, and business financials
+ Analyze tax documents for completeness and accuracy
+ Identify eligible deductions, credits, and tax-saving opportunities
+ Ensure compliance with current tax regulations and filing requirements
+ Organize and maintain client tax files and supporting documentation
+ Communicate with clients to request missing information and clarify tax matters
+ Assist with tax notices, amended returns, and other follow-up items as needed
+ Meet filing deadlines and manage multiple returns during busy tax seasons
+ Stay current on tax law changes and software updates
Requirements Qualifications:
+ Experience preparing tax returns for individuals and/or businesses
+ Hands on experience with Lacerte tax software
+ Strong knowledge of federal and state tax laws
+ High attention to detail and accuracy
+ Strong analytical, organizational, and time-management skills
+ Ability to handle confidential financial information professionally
+ Effective written and verbal communication skills
+ CPA, EA, or relevant tax coursework is a plus
Preferred Background:
+ Public accounting, CPA firm, or tax practice experience
+ Experience with high-volume tax preparation during busy season
+ Familiarity with bookkeeping or accounting software 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .