Tax Preparer

Description We are looking for a dedicated Tax Preparer to join our team in San Francisco, California. As part of a boutique firm, you will play a key role in delivering accurate and timely tax preparation services to a diverse client base. This position offers an opportunity to work in a collaborative environment where your expertise and contributions will be highly valued. Responsibilities: + Prepare individual, fiduciary, partnership, and corporate tax returns (Forms 1040, 1041, 1065, 1120, 1120S) with supporting workpapers. + Manage the full tax preparation process, including document intake, client communication, and detailed return preparation. + Perform quarterly tax calculations and assist with year-end tax planning. + Communicate with federal and state tax agencies as needed. + Conduct tax research to address complex issues and ensure compliance. + Demonstrate strong communication and interpersonal skills with a proactive approach to client management. + Maintain a professional presence and effectively engage with executive-level clients. + Apply solid tax knowledge to provide strategic guidance and best practice recommendations. + Proficient in Outlook, Adobe, Microsoft Office Suite, and QuickBooks (desktop and online). Requirements u2022 Bacheloru2019s degree in Accounting, Finance, or a related field. u2022 Proven experience in preparing tax returns for individuals, businesses, and fiduciaries. u2022 Strong proficiency in tax preparation software, including Lacerte Tax, and accounting tools such as QuickBooks. u2022 Excellent communication skills, with the ability to interact professionally with clients and colleagues. u2022 Solid knowledge of tax laws and regulations, with the ability to conduct research on complex issues. u2022 Detail-oriented mindset and ability to manage multiple tasks effectively under deadlines. u2022 Proactive approach to workflow management and problem-solving. u2022 Familiarity with Microsoft Office Suite, Adobe, and Outlook for efficient document handling and communication. 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. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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: 2025-11-05