Financial Analyst - Entry Level

Robert Half • Walnut Creek, CA • 2h ago

Description

We are looking for an entry-level Financial Analyst to join our team on a contract basis in Walnut Creek, California. This role will provide essential support during the busy tax season, focusing on financial documentation and tax preparation tasks. Ideal for professionals seeking seasonal work, this position requires strong organizational skills and attention to detail.

Responsibilities:

Organize and review client tax documents, ensuring all necessary information is included.

Calculate itemized deductions such as medical expenses, Medicare premiums, and assisted living costs.

Prepare and assemble complete tax packets for final review and filing.

Ensure consistency by referencing prior year tax returns and identifying recurring items.

Analyze and organize key tax forms, including W-2s, 1099s, K-1s, and brokerage statements.

Track income sources, capital gains, and pass-through income accurately.

Utilize established checklists to maintain compliance and completeness.

Maintain detailed records and documentation for all client files.

Navigate Excel spreadsheets effectively, including the use of Pivot Tables.

Use company software to manage files and streamline processing.

Requirements

Previous experience in tax preparation or support roles.

Strong knowledge of individual tax forms, including K-1s and 1099s.

Familiarity with income reporting, capital gains, and itemized deductions.

Exceptional attention to detail and organizational skills.

Ability to follow structured processes and work within deadlines.

Proficiency in Microsoft Excel, including basic navigation and Pivot Tables.

Familiarity with tax preparation 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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