What are the responsibilities and job description for the Tax Associate position at Robert Half?
We are offering an exciting opportunity as a Tax Preparer based in Lewes, Delaware. The role involves dealing with high net worth clientele, full tax return preparation, and potential for future hybrid flexibility. This position will allow you to utilize your experience in Accounting Software Systems, Drake Tax Software, Intuit ProSeries, Lacerte Tax Software, Microsoft Excel, Customer Service, Deductible, Documentation, Expense Reporting, and managing Financial Records.Responsibilities:• Prepare and review tax returns for high net worth individuals• Utilize various tax software such as Drake Tax Software, Intuit ProSeries, and Lacerte Tax Software• Maintain accurate financial records and documentation • Provide excellent customer service when addressing client inquiries • Assist in expense reporting for the company • Maintain a strong understanding of tax deductions to maximize client returns • Stay updated with changing tax laws and regulations • Collaborate with team members to improve and streamline tax preparation processes• Ensure all tax returns are completed accurately and by the set deadlines• Participate in ongoing professional development and aim for CPA/EA designation.
