Job Description
For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie!
If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly.
Robert Half is seeking someone for a Tax Preparer/Office Administrator to support individual tax clients while helping keep daily financial service office operations organized. This Tax/Office Administrator position blends hands-on tax preparation with front-office coordination, making it ideal for someone who is comfortable managing client interactions, handling administrative tasks, and ensuring accurate documentation. The right Tax/Admin candidate will bring strong customer service skills, sound judgment, and the ability to work carefully in a fast-paced work setting and like a small company environment. This Tax role will consider people with seasonal tax experience such as H& R Block for example.
Benefits 100% paid for the employee!!!
No nights or weekends during tax season!!
Responsibilities:
• Prepare and review individual income tax returns with a high level of accuracy and attention to detail.
• Gather, organize, and verify financial documents from clients to ensure complete and compliant tax filings.
• Communicate with clients to answer questions, explain required information.
• Maintain orderly client records, track documentation, and help ensure files are up to date and properly managed.
• Coordinate front-office activities such as scheduling appointments, responding to incoming inquiries, and assisting with general administrative needs.
• Enter and manage tax data within preparation software while checking for accuracy and completeness before submission.
• Support office workflow by handling routine clerical duties and helping the team stay organized during busy filing periods.
• Experience preparing individual tax returns with strong attention to detail.
• Working knowledge of personal income tax rules, forms, and filing requirements, can be a seasonal role.
• Proficiency with tax preparation software, including experience with Lacerte or similar systems.
• Strong administrative and organizational skills with the ability to manage multiple priorities.
• Excellent customer service and communication skills when working with clients and internal staff.
• High attention to detail and a commitment to handling confidential information responsibly.
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