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Tax Preparer
Job
Robert Half
San Jose, CA (In Person)
Full-Time
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Job Description
Description We are looking for an organized Tax Preparer to support a busy tax season in San Jose, California. This Long-term Contract opportunity is ideal for someone who enjoys producing accurate returns, managing multiple client files, and working with a range of entity types. The position focuses mainly on individual tax filings while also contributing to business and trust returns in a collaborative office environment.
Responsibilities:
- 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. 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.