Robert Half
Robert Half is hiring: Tax Staff - Public in Santa Barbara
Robert Half, Santa Barbara, CO, US
Description We are looking for a dedicated and experienced Tax Staff member to join our dynamic team in Santa Barbara, California. In this role, you will manage a variety of tax-related tasks, including preparing returns for individuals, corporations, partnerships, and trusts. You will also provide accounting support and collaborate with clients to ensure compliance and high-quality service. Responsibilities:
- Prepare tax returns for individuals, corporations, partnerships, and trusts with accuracy and attention to detail.
- Ensure all tax filings comply with current regulations and laws.
- Handle full-cycle accounting tasks, including creating and reviewing adjusting journal entries.
- Utilize software such as QuickBooks, QuickBooks Online, and Sage to manage client accounts effectively.
- Examine client financial records and source documents, identifying and addressing inconsistencies.
- Maintain organized and thorough workpapers to support internal review processes.
- Provide support for client inquiries and follow up with necessary documentation.
- Collaborate with team members to deliver exceptional service to small businesses and high-net-worth clients.
- Assist in the implementation and use of tax-related systems, such as CCH ProSystem Fx.
- Stay updated on tax laws and industry changes to ensure best practices. Requirements - Minimum of 5 years of experience in federal income tax preparation.
- Proficiency in QuickBooks, Sage, and related accounting software.
- Demonstrated ability to work with small businesses and high-net-worth individuals.
- Strong organizational skills and attention to detail.
- CPA or EA designation preferred, or actively pursuing certification.
- Familiarity with CCH Axcess Suite is a plus.
- Excellent communication skills for interacting with clients and team members.
- Ability to work independently and as part of a collaborative team.