Description

We are currently seeking a detail-oriented Tax Preparer to join our team. The successful candidate will prepare 10+ trust tax returns, investments, retirement plans, 1040 tax returns and brokerage statements.

Responsibilities:

• Prepare trust tax returns for clients.
• Utilize extensive experience with 1040 and its derivatives to carry out tasks effectively.
• Process and import K1 brokerage statements into the system.
• Ensure all client needs are met promptly and professionally.
• Act as a consultant on trust tax matters.
• Experience with investment tax returns
• Work collaboratively with team members to ensure thoroughness in tax return preparations.

Requirements

• Minimum of 3 years experience in a similar role, specifically dealing with 1040 tax returns and brokerage statements.
• Exceptional knowledge of trust tax returns preparation is essential.
• Proficiency in importing K1 brokerage statements into the system.
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.

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 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 including medical, vision, dental, life and disability insurance. Employees hired for our FTEP Program are also eligible to enroll in our company’s 401(k) or deferred compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off (CTO) received varies based on years of service and is pro-rated based on the hours worked per week. A new FTEP employee earns up to 13 days of CTO and up to 10 paid holidays per calendar year. Learn more at roberthalfbenefits.com/Resources.

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