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Robert Half Tax Preparer in San Ramon, California


Robert Half is seeking an experiences Tax Preparer for their client in San Ramon.

Responsibilities include:

Prepare financial statements

  • Budget processes

  • Payroll, payroll tax deposits, and tax accounting

  • Determine and invoice for form preparation fees

  • Contact clients to gather vital information/documents

  • Help clients with incoming calls to facilitate tax questions and set appointments

  • Link legitimate data into Tax software application

  • Bookkeeping functions

  • Maintain other related duties and participate in special projects as assigned


  • Ability to multitask and communicate well with individuals of all backgrounds

  • Excellent data entry skills

  • Deep understanding of Income Tax Preparation

  • Demonstrated knowledge of Tax Reporting

  • Comprehensive knowledge of QuickBooks

  • Personal Tax Returns experience highly desired

  • Adeptness in Partnership Tax Returns

  • Expertise in Lacerte Tax Software

    Requirements Lacerte Tax Software, Quickbooks Online, Budget Processes

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

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