Description We are in search of a Tax Preparer to join our team in Pleasanton, California. As a Tax Preparer, you will leverage your proficiency in accounting software systems and Microsoft Excel to handle customer inquiries, maintain customer records, and manage customer accounts. This role offers a short-term contract employment opportunity within the financial services industry. ***Contact Ade Henderson via LinkedIn for immediate consideration*** Responsibilities: • Employ Accounting Software Systems to accurately process customer credit applications. • Utilize CCH ProSystem Fx and CCH Sales to maintain precise customer credit records. • Resolve customer inquiries related to tax preparation using ADP - Financial Services. • Monitor and manage customer accounts using Microsoft Excel. • Take appropriate actions based on customer account status. Requirements • Proficiency in Accounting Software Systems is essential. • Demonstrated experience as a Tax Preparer. • Proficient in Microsoft Excel. • Excellent numerical skills and attention to detail. • Strong understanding of tax law and statutory regulations. • Ability to work under pressure and meet tight deadlines. • Excellent communication skills, both written and verbal. • High level of detail orientation and ethics. • Bachelor's degree in Accounting, Finance or a related field preferred. • Certified Public Accountant (CPA) or Enrolled Agent (EA) credentials beneficial. • Proven ability to handle confidential information. • Ability to work independently and as part of a team. 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) .