Tax Preparer - Robert Half

One of our clients in the Walnut Creek area is looking for a Public Tax Accountant for a contract to permanent placement opportunity.

***Contact Ade Henderson via LinkedIn for immediate consideration***

Responsibilities:

• Prepare and complete individual 1040 tax forms efficiently
• Utilize tax software such as Drake Software - Tax Solution, Drake Tax Software, and CCH Prosystem
• Execute data entry tasks to maintain accurate customer records
• Resolve customer inquiries regarding their tax preparations and filings
• Monitor customer accounts and take appropriate action based on their tax status
• Ensure the accuracy and confidentiality of each customer's tax information
• Stay updated with current tax laws and regulations to provide accurate advice to customers
• Assist customers in understanding and meeting their tax obligations
• Maintain a high level of professionalism and compliance in all interactions
• Continually develop skills and knowledge in tax preparation through training and research.
• Proficiency in E1040, Tax
• Individual, Tax Preparer, Drake Software
• Tax Solution, Drake Tax Software, CCH Prosystem
• Strong data entry skills
• Experience in preparing individual and business tax returns
• Familiarity with tax laws and regulations
• Ability to review financial records, expenses, and income to determine forms needed to prepare returns
• Demonstrated ability to advise clients in tax preparation and to answer any questions they may have
• Proven ability to identify potential tax credits and liabilities
• Capability to ensure that returns are filed by the defined deadlines
• Ability to complete tax forms in accordance with policies and in compliance with legislation and regulations
• Ability to maintain and update the tax preparation software as required
• Excellent attention to detail and strong analytical skills
• Excellent verbal and written communication skills
• Ability to handle confidential information with discretion
• Proactive approach to problem-solving with strong decision-making skills