Description We are looking for an experienced Tax Preparer to join our team in Greensboro, North Carolina. This role is ideal for a detail-oriented individual who is skilled in tax planning, financial reporting, and client service within the trust company industry. You will play a key role in managing financial activities, ensuring compliance, and guiding clients through complex tax processes. Responsibilities: • Educate family members on financial matters to ensure the preservation and transfer of values. • Organize and facilitate family meetings to discuss financial planning and related topics. • Provide consolidated reporting that covers transactions, account statuses, and household performance. • Maintain a secure platform for sharing information, storing reports, and safeguarding personal documents. • Prepare and file accurate income tax returns while adhering to tax regulations. • Develop and execute strategic tax planning initiatives to optimize financial outcomes. • Conduct financial planning and projections to assist clients in meeting their long-term goals. • Handle bill payments and ensure timely processing for clients. • Utilize accounting software systems to manage and track financial data efficiently. Requirements • At least 5 years of experience in tax preparation or a related financial role. • Proficiency in accounting software systems such as CCH ProSystem Fx, Drake Tax Software, and ADP Financial Services. • Strong knowledge of accounting functions, including allowances and deductibles. • Ability to manage data entry tasks with accuracy and attention to detail. • Excellent customer service skills to build and maintain client relationships. • Familiarity with financial planning and projections. • Strong organizational skills to manage multiple tasks and deadlines. • Expertise in tax planning and compliance. 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 (https://www.roberthalf.com/us/en/mobile-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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .