Tax Preparer
Description 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:104011201120S10651041 returnsPrepare information returns and other compliance filingsReview individual and business tax returns for accuracyCommunicate directly with clients to collect tax organizers and missing documentationHelp clean up bookkeeping records needed for business tax filingsWork within Intuit ProConnect (highly preferred)Manage workflow through internal systems/CRM toolsCommunicate with clients across the country regarding tax-related mattersAssist with IRS and tax authority correspondence as neededIdeal Background:Recent tax preparation experienceStrong experience with both individual and business returnsProConnect experience strongly preferredComfortable working independently in a remote environmentStrong communication and client follow-up skillsAble to handle high-volume workloads and shifting priorities Requirements - 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.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 "Apply Now," 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) .