Tax Coordinator

We are looking for an experienced Tax Coordinator to join our team on a contract basis in San Jose, California. In this role, you will focus on preparing accurate and compliant tax returns while collaborating with clients and internal teams to ensure a seamless process. The ideal candidate will have a strong background in individual tax preparation and expertise in utilizing tax software to streamline operations.

Responsibilities:

• Prepare and review individual tax returns with accuracy and compliance to regulations.

• Monitor deadlines, budgets, and performance metrics to ensure timely completion of projects.

• Identify potential risks or issues in tax engagements and implement effective solutions.

• Collaborate with clients and team members to address inquiries and provide updates on project status.

• Ensure all tax documentation and compliance standards are met, including resolving e-file rejections.

• Implement quality control measures to maintain high standards for deliverables.

• Utilize tax and project management software, such as Lacerte, to enhance workflow and team collaboration.

• Monitor and address government notices related to tax filings.

• Submit completed tax projects for client review and follow up as necessary.

• Proactively identify opportunities for process improvements and integrate best practices into workflow

• Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
• At least 1 year of experience in tax preparation, with a focus on individual tax returns.
• Proficiency in Lacerte Tax Software and other relevant tax preparation tools.
• Strong understanding of tax compliance standards and engagement cycles.
• Exceptional organizational and problem-solving skills.
• Ability to communicate effectively with clients and team members.
• Experience with project management tools and platforms to streamline operations.
• Capacity to work independently while collaborating with cross-functional teams.

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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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