What are the responsibilities and job description for the Experienced Tax Preparer position at Robert Half?
As an Experienced Tax Preparer with 3 to 5 years of experience, you will play a pivotal role in assisting individuals and businesses with their tax compliance needs. Your expertise in tax laws, regulations, and best practices will be essential in ensuring accurate and efficient tax preparation and filing services.
Key Responsibilities:
Client Consultation:
- Provide in-depth tax consultations to clients, addressing their complex tax situations.
- Offer proactive tax planning advice to help clients minimize their tax liabilities.
- Build and maintain strong client relationships, addressing their evolving financial needs.
Tax Return Preparation:
- Utilize advanced knowledge of tax laws, regulations, and tax software to prepare and review tax returns.
- Identify and maximize deductions, credits, and exemptions to optimize clients' tax positions.
- Ensure that all tax returns adhere to current laws and regulations, particularly for complex tax scenarios.
Compliance and Risk Management:
- Stay updated on the latest changes in tax laws and regulations to ensure compliance.
- Mitigate potential risks by identifying and addressing potential audit triggers.
- Assist clients in resolving tax issues, including disputes with tax authorities.
Training and Mentorship:
- Provide guidance and mentorship to junior tax preparers and staff.
- Conduct training sessions on tax law updates and best practices.
- Foster a culture of continuous learning and professional development within the tax team.
Quality Control and Review:
- Conduct comprehensive reviews of tax returns prepared by junior tax preparers.
- Implement quality control procedures to maintain accuracy and compliance.
- Ensure all tax-related documentation is properly organized and stored.
Tax Advisory Services:
- Advise clients on complex tax strategies, including investments, retirement planning, and estate planning.
- Assist in tax-related decision-making and provide guidance on tax-efficient financial strategies.
Salary : $30 - $45