Tax Preparer

Robert Half • Saratoga, CA • 1d ago

Description We are looking for a Tax Preparer to support individual income tax engagements in California. This Long-term Contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results.

Responsibilities:

Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness.

Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues.

Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors.

Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process.

Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise.

Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards.

Track filing deadlines and workload priorities to ensure returns are completed within expected timeframes.

Support follow-up activities related to submitted returns, including responding to questions and updating records as needed. Requirements - Demonstrated experience preparing individual tax returns in a tax or accounting environment with a strong focus on detail.

Strong knowledge of personal income tax principles, common forms, and supporting documentation requirements.

Proficiency with Lacerte Tax Software for return preparation, data entry, and review.

Ability to interpret financial records accurately and identify inconsistencies or missing information.

Strong attention to detail with a consistent focus on accuracy, organization, and deadline management.

Effective written and verbal communication skills for working with clients and internal stakeholders.

Ability to handle confidential information with discretion and professionalism.

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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