Description We are offering an exciting opportunity for a Tax Preparer in the Financial Services industry. This role is based in Charlotte, North Carolina, and provides a long-term contract employment opportunity. The Tax Preparer will be tasked with a variety of responsibilities, including processing client tax information, preparing tax returns, and maintaining accurate records. Responsibilities: • Accurately process client tax information to ensure efficiency • Prepare and assist in the preparation of complex tax returns including forms 1040, 1065, 1120 • Maintain precise records of all tax preparations • Provide excellent customer service to address client inquiries and concerns • Utilize knowledge of tax rules and regulations to assist clients and answer their questions • Amend tax returns as necessary based on complexities • Use Microsoft Excel and Word along with QuickBooks for bookkeeping tasks • Leverage experience with electronic tax preparation software to streamline processes • Handle accounting functions with accuracy and attention to detail • Manage customer accounts and take appropriate actions when necessary. Requirements • Proficiency in Accounting Software Systems • Familiarity with ADP - Financial Services • Sound knowledge of CCH ProSystem Fx • Experience with CCH Sales Tax • Ability to use Drake Tax Software effectively • Understanding of Accounting Functions • Knowledge of Allowances in financial settings • Strong Customer Service skills • Proficiency in Data Entry • Understanding of Deductible concepts in tax preparation • Ability to handle Complex Tax Return scenarios • Experience with Drake Software - Tax Solution • Proficiency in preparing Income Tax Return 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 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. © 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) .