About the Tax Preparer Role at Robert Half

Robert Half, a global leader in professional staffing and consulting services, is seeking a skilled Tax Preparer for a contract opportunity in Sherman Oaks, California. This position is perfect for experienced tax professionals who thrive in fast-paced environments and have a passion for helping clients navigate complex tax landscapes. As a Tax Preparer with Robert Half, you will play a crucial role in preparing accurate individual tax returns, ensuring full compliance with federal, state, and local tax regulations. Our Sherman Oaks office offers a modern workspace in the heart of the San Fernando Valley, providing easy access to major highways and a vibrant professional community.

This contract role offers $35.63 per hour, translating to an estimated annual salary range of $68,000 - $86,000 based on a standard full-time schedule. Ideal candidates bring expertise in tax preparation software, particularly Lacerte, and a keen eye for detail that minimizes errors and maximizes client savings. Join Robert Half's network of top-tier finance and accounting professionals, where your skills will directly impact client success during the busy tax season and beyond.

Why Sherman Oaks, CA is the Perfect Location

Situated in sunny Southern California, Sherman Oaks combines suburban charm with urban accessibility. Close to Los Angeles' entertainment hubs and tech corridors, this location offers Tax Preparers an ideal balance of professional growth and lifestyle perks, including nearby beaches, hiking trails, and cultural attractions.

Key Responsibilities

In this hands-on Tax Preparer position, you will handle a full spectrum of tasks essential to delivering exceptional tax services. Your daily work will involve direct client interaction, meticulous data review, and strategic advising to optimize tax outcomes. Key responsibilities include:

• Accurately preparing individual tax returns in strict adherence to the latest IRS guidelines and state-specific regulations.
• Leveraging Lacerte Tax software for streamlined, error-free filing processes that save time and reduce compliance risks.
• Thoroughly reviewing clients' financial documents, such as W-2s, 1099s, and deduction receipts, to ensure completeness and accuracy prior to submission.
• Providing expert advice on tax strategies, credits, and deductions to help clients maximize refunds and minimize liabilities.
• Proactively staying updated on evolving tax laws, including changes from the Tax Cuts and Jobs Act and recent IRS announcements.
• Collaborating closely with clients via phone, email, or in-person meetings to collect all required documentation efficiently.
• Responding to client inquiries with clear, professional explanations of their tax filings, potential issues, and resolutions.
• Ensuring all returns are submitted well before deadlines to avoid penalties and maintain client satisfaction.
• Identifying untapped opportunities for tax savings, such as energy credits or home office deductions, and recommending tailored solutions.

Required Qualifications

To excel as a Tax Preparer at Robert Half in Sherman Oaks, candidates must possess a blend of technical expertise, software proficiency, and interpersonal skills. We prioritize professionals with:

• Proven experience in individual tax return preparation, ideally 2+ years in a professional services firm.
• Advanced proficiency in Lacerte Tax software; experience with other platforms like TurboTax or ProSeries is a plus.
• Deep knowledge of current tax regulations, compliance standards, and common deductions for individuals.
• Exceptional attention to detail and analytical skills to spot discrepancies in financial data.
• Strong advisory capabilities to guide clients on complex tax scenarios, including self-employment income and investment taxes.
• Excellent communication skills for client-facing interactions and team collaboration.
• Ability to manage multiple deadlines in a high-volume tax season environment.
• Familiarity with electronic filing systems (e-file) and IRS e-Services portals.

A Certified Tax Preparer (CPT), Enrolled Agent (EA), or CPA credential is highly preferred, though not mandatory for this contract role.

Why Join Robert Half?

Robert Half stands out as the world's first and largest specialized talent solutions firm, connecting skilled professionals like you with rewarding opportunities. By joining our team as a Tax Preparer, you gain access to:

• Competitive pay at $35.63/hour with weekly direct deposits.
• Contract flexibility that fits your lifestyle, with potential for long-term placement.
• Professional growth through Robert Half's renowned training resources and career coaching.
• A collaborative culture in Sherman Oaks, supported by industry-leading tools and mentorship.
• Extensive networking within finance and accounting sectors for future opportunities.
• Work-life balance perks, including hybrid options where applicable.

Don't miss this chance to advance your tax career with Robert Half. Apply today and become part of a team dedicated to excellence in tax preparation services across California and beyond. Keywords: Tax Preparer jobs Sherman Oaks, Lacerte software specialist, individual tax returns CA, contract tax positions Los Angeles area.