Charlotte, NC, 28230, USA
22 hours ago
Tax Preparer
Description We are offering a role in the financial services industry based in Charlotte, North Carolina, 28277, United States. We are seeking a Tax Preparer to join our team on a long-term contract. In this role, you will be tasked with various accounting functions including the preparation of both business and personal tax returns, utilizing various accounting software systems. Responsibilities: • Utilize Drake Tax Software and other relevant accounting software systems to process tax returns efficiently. • Prepare both business and personal tax returns with high accuracy. • Undertake data entry tasks to maintain accurate customer credit records. • Provide exceptional customer service by resolving customer inquiries in a timely manner. • Monitor customer accounts and take appropriate actions when necessary. • Carry out other accounting functions as required. • Manage allowances and deductions in tax return preparation. • Work with ADP - Financial Services and CCH ProSystem Fx as necessary. • Ensure compliance with CCH Sales Tax requirements in tax return preparation. Requirements • Proficiency in Accounting Software Systems is a must for effective management of financial data • Familiarity with ADP - Financial Services will be required for efficient handling of tax related tasks • Knowledge of CCH ProSystem Fx is essential for tax preparation and compliance • Experience with CCH Sales Tax will be beneficial for managing sales tax related matters • Skill in using Drake Tax Software is necessary for the role • Understanding of various Accounting Functions is required to ensure accurate financial reporting • Knowledge of Allowances is important for accurate calculation of taxable income • Excellent Customer Service skills are needed to handle client queries and concerns effectively • Strong Data Entry skills are required for accurate input of financial data • Understanding of Deductibles is essential for accurate calculation of taxable income. 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. © 2025 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) .
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