What are the responsibilities and job description for the Tax Preparer position at Robert Half?
Job Description
Job Description
We are offering a short term contract employment opportunity for a Tax Preparer in the detail-oriented Services industry, located in Greeley, Colorado. In this role, you will utilize your skills in Accounting Functions, Customer Service, Data Entry, Deductible, Ultra Tax, and Tax - Personal to provide efficient and effective services to our clients.
Responsibilities :
- Handle all aspects of tax preparation, including data entry and review of client information.
- Use accounting software systems to manage and maintain accurate records.
- Provide excellent customer service by resolving client inquiries and concerns.
- Utilize CCH ProSystem Fx and Ultra Tax for client tax preparation.
- Ensure accurate and timely processing of customer credit applications.
- Keep up-to-date with changes in tax legislation and apply these changes to client cases.
- Work with ADP - Financial Services to streamline client financial management.
- Perform other related Accounting Functions as required.
- A minimum of 3 years of experience in a similar tax preparer role within the detail oriented services industry
- Demonstrable proficiency in accounting functions, including balance sheet analysis, income statement preparation, and cash flow forecasting
- Exceptional customer service skills, with the ability to communicate complex tax-related information to clients in a clear and comprehensible manner
- Proficient in data entry, with a keen eye for detail and accuracy to ensure correct input of financial data
- Familiarity with the concept of 'Deductible' and able to identify deductible expenses to optimize client tax returns
- Experience working with Ultra Tax software, or similar tax preparation software, to efficiently process client tax information
- Comprehensive knowledge of personal tax laws and regulations, with the ability to apply this knowledge to diverse client scenarios
