Description 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. Requirements

• A minimum of 3 years of experience as a Tax Preparer or in a similar role.

• Proficiency in Accounting Software Systems is essential.

• Proven experience with Drake Tax Software.

• Familiarity with Intuit ProSeries is required.

• Proficiency in Lacerte Tax Software is a must.

• Strong knowledge of Microsoft Excel

• Excellent customer service skills are required.

• Ability to understand and apply tax deductible principles.

• Capable of maintaining and organizing documentation accurately.

• Experience in Expense Reporting is required.

• Ability to maintain and manage financial records effectively.

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.

© 2024 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) .