About the Tax Preparer Role

Robert Half, a premier staffing and consulting firm, is seeking a meticulous Tax Preparer for a rewarding long-term contract position in Utica, New York. If you have a passion for numbers, a sharp eye for detail, and a commitment to helping clients navigate complex tax landscapes, this opportunity is for you. As a Tax Preparer, you'll play a vital role in preparing accurate tax returns for individuals and businesses, ensuring full compliance with federal, state, and local regulations. This position offers the chance to leverage your expertise in tax software like Lacerte while delivering exceptional client service in the heart of Utica, NY.

Tax preparers are in high demand, especially during peak seasons, and Robert Half provides the perfect platform to advance your career. With our extensive network and reputation for excellence, you'll gain hands-on experience that positions you for future growth in accounting and finance. Whether you're a seasoned professional or looking to expand your skills, join our team and contribute to tax solutions that make a real difference.

Why Tax Preparation Matters at Robert Half

In today's ever-changing tax environment, accuracy and efficiency are paramount. Our Tax Preparers help clients maximize savings through deductions, credits, and strategic planning, all while upholding the highest standards of compliance. This role is ideal for those who thrive in a dynamic setting, collaborating with clients and utilizing advanced tools to streamline processes.

Key Responsibilities

As a Tax Preparer with Robert Half in Utica, New York, your daily duties will keep you at the forefront of tax expertise. You'll handle everything from initial document review to final submission, ensuring every return is flawless.

• Prepare and file individual and business tax returns in full accordance with federal, state, and local regulations, minimizing errors and liabilities.
• Analyze financial documents meticulously to identify eligible deductions, credits, and tax-saving opportunities that optimize client outcomes.
• Respond promptly to client inquiries, providing clear, concise explanations on tax matters to build trust and satisfaction.
• Ensure all tax documents are accurate, complete, and ready for submission, conducting thorough reviews for compliance.
• Utilize industry-leading tax software, including Lacerte, to streamline preparation processes and enhance efficiency.
• Maintain strict confidentiality and security of sensitive financial information in line with industry best practices.
• Stay proactively updated on evolving tax laws and regulations to deliver compliant, forward-thinking advice.
• Collaborate closely with clients to gather essential financial data and documentation for seamless tax filing.
• Conduct comprehensive reviews of completed tax returns to verify accuracy, compliance, and optimization.
• Advise clients on proactive tax planning strategies to improve their long-term financial health.

Required Qualifications

To excel as a Tax Preparer at Robert Half, you need a blend of technical prowess and interpersonal skills. We're looking for candidates who meet these essential criteria:

• Proven experience in tax preparation for both individuals and businesses, with a track record of accuracy.
• Strong proficiency in tax software, particularly Lacerte, and familiarity with other industry tools.
• In-depth knowledge of federal, state (New York), and local tax regulations to ensure unwavering compliance.
• Exceptional analytical abilities to spot deductions, credits, and savings opportunities in complex financials.
• Superior attention to detail, with a commitment to error-free document handling.
• Excellent communication skills for client interactions, inquiries, and advisory services.
• Demonstrated ability to maintain confidentiality and handle sensitive data securely.
• Proactive approach to staying current with tax law changes through continuous learning.
• Collaborative mindset for working with clients and team members effectively.
• Experience in tax planning to provide value-added strategies for clients.

Previous work in accounting firms, financial services, or similar roles is highly preferred. A relevant certification like Enrolled Agent (EA) or Certified Public Accountant (CPA) is a plus.

Why Join Us at Robert Half

Choosing Robert Half means partnering with a global leader in finance and accounting staffing. Enjoy competitive compensation starting at $21.85 per hour (approximately $45,472 annually based on full-time hours), long-term contract stability, and the flexibility to grow your career. Our benefits package includes professional development opportunities, access to top-tier tax software, supportive team environments, and comprehensive training.

Located in Utica, New York, United States, this role offers a vibrant community with a lower cost of living, making it an ideal spot for tax professionals. Robert Half fosters a culture of innovation, collaboration, and excellence, where your contributions directly impact client success. Advance your career in tax preparation, gain exposure to diverse clients, and build lasting professional networks. Apply today and become part of our winning team driving financial success! (Word count: 842)