Tax Associate

Description We are looking for an experienced Tax Associate to join our team in Los Gatos, California. In this role, you will be responsible for preparing and reviewing individual tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and a thorough understanding of tax preparation processes. This is a unique position for work life balance - max 40 hours in busy season, and a minimum of 6 hours outside of Tax season - which can be remote Responsibilities: u2022 Prepare and review individual tax returns for accuracy and compliance with current tax laws. u2022 Ensure all tax documents and filings meet required deadlines and standards. u2022 Conduct in-depth analyses of financial data to identify tax-saving opportunities. u2022 Collaborate with clients to gather necessary financial information and address tax-related inquiries. u2022 Stay updated on changes in tax regulations and ensure compliance in all filings. u2022 Utilize Lacerte Tax Software to efficiently complete tax preparation tasks. u2022 Assist in resolving discrepancies or issues related to tax filings. u2022 Provide guidance and recommendations to clients for optimizing their tax situations. u2022 Maintain accurate records of all tax documents and correspondence. Requirements u2022 A minimum of 3 years of experience in tax preparation, with a focus on individual tax returns. CPA or EA is required u2022 Proficiency in Lacerte Tax Software or similar tax preparation tools. u2022 Strong knowledge of federal and state tax regulations. u2022 Excellent analytical and problem-solving skills. u2022 Ability to manage multiple tasks and meet strict deadlines. u2022 Strong communication skills for client interaction and collaboration. u2022 High attention to detail and organizational skills. Robert Half is the worldu2019s 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 ( 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-13