Tax Preparer

Description We are seeking a Tax Preparer to join our team in Santa Rosa, California. As a Tax Preparer, you will primarily be responsible for managing business tax preparation and conducting year-end accounting audits with clients. You will also interface with the tax manager and utilize various accounting software systems in your role.Responsibilities: Handle the preparation of business tax returns accurately and efficiently Conduct comprehensive audits of year-end accounting with clients Interface effectively with the tax manager to ensure smooth operations Utilize accounting software systems such as ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, and Drake Tax Software for various tasks Employ Lacerte or ProConnect software in tax preparation Ensure customer service by resolving client inquiries promptly and professionally Perform data entry tasks related to accounting functions and allowances Monitor and manage customer accounts, ensuring accurate record keeping and taking appropriate actions as needed Requirements Job title: Tax Preparer Minimum of 5 years of experience in a similar role Proficiency in Accounting Software Systems is mandatory Experience with ADP - Financial Services is required Must be familiar with CCH ProSystem Fx Knowledge of CCH Sales Tax is necessary Proficiency in using Drake Tax Software is a prerequisite Must possess strong understanding of Accounting Functions Should have experience dealing with Allowances Excellent Customer Service skills are essential Must be adept at Data Entry tasks Knowledge of Deductible aspects is vital Experience with Lacerte Tax Software 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 “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .