We are looking for an experienced Customer Service Representative specializing in funding operations to join our team in West Henrietta, New York. In this long-term contract position, you will play a pivotal role in ensuring the accurate processing of accounts receivable activities and delivering excellent customer support. This role offers an opportunity to collaborate with customers and team members to uphold organizational goals while maintaining a focus on accuracy and efficiency.<br><br>Responsibilities:<br>• Perform accurate data entry for purchased invoices and accounts receivable records.<br>• Prepare and organize weekly reports, including reserve analysis and accounts receivable activity.<br>• Monitor and analyze invoice data to identify inconsistencies or potential risks.<br>• Create and distribute financial reports, such as A/R aging and subsidiary reports, to senior management.<br>• Respond promptly and professionally to customer inquiries, ensuring satisfaction and resolution.<br>• Collaborate with customers and team members to align with organizational goals and maintain service standards.<br>• Process and transmit accounting and payment reports, including wires and ACH transfers, in a timely manner.<br>• Provide feedback to management regarding client business activities based on sound business principles.<br>• Ensure all tasks are completed efficiently and in compliance with company policies and procedures.<br>• Participate in occasional travel for required training sessions.
We are looking for an experienced Insurance Service Associate to join our team on a long-term contract basis in Rochester, New York. In this role, you will provide exceptional customer service to clients in the Paychex Property and Casualty Insurance division, ensuring that all claims and inquiries are managed efficiently and in alignment with company policies. This position offers an opportunity to work in a fast-paced environment, where attention to detail and effective communication are essential.<br><br>Responsibilities:<br>• Deliver outstanding customer service to clients by addressing inquiries, resolving complaints, and processing claims in adherence to company policies.<br>• Develop and maintain a solid understanding of the Paychex Property and Casualty Insurance product offerings.<br>• Utilize various software systems, including Salesforce and Adobe Flex, to manage client interactions and maintain accurate records.<br>• Perform data entry tasks with precision, ensuring timely and organized completion of assignments.<br>• Document all client interactions and service activities to maintain detailed and accessible records.<br>• Collaborate with team members and other departments to ensure seamless customer service delivery.<br>• Prioritize and organize tasks effectively to meet deadlines and support operational efficiency.<br>• Stay updated on industry procedures and policies to enhance service quality and compliance.<br>• Assist with administrative tasks such as photocopying, scanning, and preparing documents.<br>• Provide support for HRIS systems and other tools integral to operations.
We are looking for a dedicated Insurance Service Associate for Property and Casualty to join our team in Rochester, New York. In this long-term contract position, you will provide exceptional customer service to clients, ensuring their needs are addressed promptly and with attention to detail. Your role will involve handling client interactions, resolving complaints, and maintaining accurate documentation in alignment with company policies.<br><br>Responsibilities:<br>• Deliver outstanding customer service to clients by addressing inquiries and resolving claims in a timely and detail-oriented manner.<br>• Maintain accurate records of all client interactions, ensuring compliance with company policies and procedures.<br>• Utilize software tools, including Salesforce and Adobe Flex, to manage customer data and streamline processes.<br>• Develop a foundational understanding of Paychex products to better support client needs.<br>• Perform data entry tasks with a focus on prioritization and organizational accuracy.<br>• Handle complaints effectively, ensuring fair resolutions while maintaining positive customer relations.<br>• Collaborate with team members to provide quality service and support for property and casualty insurance clients.<br>• Scan, photocopy, and organize documents as needed to support administrative functions.<br>• Stay updated on industry best practices and internal procedures to enhance service delivery.<br>• Assist in claim administration and policy-related tasks to ensure seamless operations.
We are looking for an experienced PIA P& C Support Specialist (Tier II) to join our team on a long-term contract basis in Rochester, New York. This role requires expertise in providing advanced customer service and technical support for property and casualty insurance products, as well as workers’ compensation services. The ideal candidate will thrive in a dynamic environment, ensuring client satisfaction through effective communication and problem-solving.<br><br>Responsibilities:<br>• Provide advanced technical support and customer service for property and casualty insurance products, workers’ compensation services, and related offerings.<br>• Research and resolve product and service issues reported by internal and external clients, ensuring timely and accurate solutions.<br>• Handle inbound and outbound calls to address inquiries, troubleshoot concerns, and maintain high client satisfaction.<br>• Maintain detailed records of all communications and interactions with clients, carriers, and internal teams.<br>• Collaborate with insurance carriers, external clients, and internal departments to foster positive relationships and ensure seamless service delivery.<br>• Utilize multiple software applications and carrier websites to efficiently respond to client inquiries and resolve issues.<br>• Stay informed about regulatory updates, policy changes, and industry trends to provide accurate and up-to-date information to clients.<br>• Develop and recommend enhancements to processes and procedures, contributing to continuous improvement initiatives.<br>• Participate in assigned projects and training sessions to support team goals and personal development.<br>• Notify management of critical client concerns and assist in implementing effective solutions.
We are looking for a skilled PIA P& C Support Specialist (Tier II) to join our team on a contract basis in Rochester, New York. In this role, you will provide advanced customer service and technical support related to the Property & Casualty suite of products, workers' compensation, and insurance bonds. This position requires a proactive approach to resolving client issues, maintaining strong relationships with stakeholders, and ensuring client satisfaction through effective communication and problem-solving.<br><br>Responsibilities:<br>• Deliver exceptional customer support to internal teams and external clients regarding Property & Casualty products, workers' compensation, and insurance bonds.<br>• Investigate and resolve technical issues for external users, offering solutions and referring unresolved matters to appropriate personnel as needed.<br>• Maintain comprehensive knowledge of the Paychex Insurance Agency portfolio, systems, and processes to address client inquiries effectively.<br>• Handle inbound and outbound calls to assist clients with Property & Casualty products and workers' compensation payment services.<br>• Accurately document all communications with clients and stakeholders to ensure proper record-keeping.<br>• Develop and recommend process improvements and enhancements to optimize client support and satisfaction.<br>• Stay updated on regulatory changes, policy updates, and industry developments to provide informed assistance to clients.<br>• Utilize multiple software applications, carrier websites, and bureau systems to respond to inquiries and resolve issues.<br>• Collaborate with insurance carriers and other stakeholders to maintain positive, precise relationships.<br>• Participate in assigned projects and training sessions to enhance skills and contribute to team success.
We are looking for a dedicated and detail-oriented individual to join our team as a Client Support, Return Mail Processor (Tier II) on a contract basis. This role involves handling returned mail and ensuring its accurate logging and processing, while maintaining high standards of customer service. Based in West Henrietta, New York, you will work independently to manage tasks efficiently and contribute to the smooth operation of our payroll services.<br><br>Responsibilities:<br>• Receive and organize returned mail, accurately logging it into the system.<br>• Prepare and send out replacement packages in a timely and organized manner.<br>• Contact clients as needed to verify and update business addresses.<br>• Follow established guidelines to ensure positive customer interactions and compliance with company policies.<br>• Utilize software platforms, including Salesforce and Adobe Flex, to perform data entry and track mail processes.<br>• Maintain a basic understanding of job-related tasks and tools to ensure consistent performance.<br>• Perform additional data entry assignments as required to support team operations.<br>• Prioritize tasks effectively to manage workload and meet deadlines.<br>• Lift and handle mail packages weighing up to 20 pounds.<br>• Collaborate with team members to maintain a high standard of quality and accuracy in all processes.
We are looking for a dedicated Recovery Representative to join our Accounts Receivable team in Rochester, New York. In this role, you will focus on resolving past-due invoices in a timely and accurate manner, balancing exceptional customer service with effective collections. This is a long-term contract position that plays a critical role in mitigating financial risk while fostering positive client relationships.<br><br>Responsibilities:<br>• Investigate and resolve billing discrepancies and disputes to ensure accurate financial outcomes.<br>• Provide attentive customer service to both internal and external clients, addressing concerns and offering solutions.<br>• Utilize knowledge of company products and systems to make informed revenue-related decisions.<br>• Research and analyze customer accounts to support decision-making and problem resolution.<br>• Collaborate with mentors and resources to recover outstanding receivables and minimize financial exposure.<br>• Apply established standards and guidelines to navigate complex billing scenarios and disputes.<br>• Participate in ongoing training sessions to enhance skills and stay updated on industry practices.<br>• Adhere to department policies and procedures to maintain operational consistency.<br>• Contribute to a positive team culture by supporting colleagues and upholding performance standards.
We are looking for a dedicated Recovery Representative - Accounts Receivable (Tier II) to join our team on a long-term contract basis in Rochester, New York. This role focuses on resolving past-due invoices efficiently, providing outstanding customer service, and minimizing financial risk for the organization. The ideal candidate will play a key role in addressing billing disputes, educating clients about resolution processes, and supporting revenue recovery efforts.<br><br>Responsibilities:<br>• Resolve overdue invoices promptly while adhering to company standards and guidelines.<br>• Provide exceptional customer service to both internal and external clients, ensuring concerns are addressed professionally.<br>• Investigate and analyze customer accounts to identify issues and facilitate effective problem-solving.<br>• Collaborate with mentors and utilize available resources to handle client disputes and optimize revenue recovery.<br>• Maintain thorough knowledge of company products and systems to make informed financial decisions.<br>• Balance customer retention with effective collections to mitigate financial exposure.<br>• Research billing and service concerns raised by clients or external partners, offering timely resolutions.<br>• Participate in regular training sessions to enhance industry knowledge and skill development.<br>• Ensure compliance with departmental policies and procedures while performing daily tasks.<br>• Promote a positive team culture and contribute to the overall success of the department.
We are looking for a dedicated Recovery Representative I (Tier II) to join our team in Rochester, New York. In this role, you will handle critical customer service tasks while focusing on resolving returned banking items and protecting company assets. This is a long-term contract position that offers the opportunity to work in a collaborative environment and develop expertise in financial recovery processes.<br><br>Responsibilities:<br>• Investigate and resolve returned banking items in a timely and accurate manner.<br>• Deliver exceptional customer service to both internal and external clients, ensuring risk mitigation for the company.<br>• Provide guidance and education to branches and product teams on resolution processes and alternative service options.<br>• Develop and maintain a solid understanding of company products, including Taxpay, Direct Deposit, Readychex, Garnishments, 401(k), Workers' Compensation, Health and Benefits, and National Health systems.<br>• Research and address product and service-related issues raised by clients and field representatives.<br>• Collaborate with mentors to manage daily payment reports and payroll hold reports, ensuring timely updates to prevent penalties or service disruptions.<br>• Handle client objections effectively and work toward recovering lost revenue in compliance with established standards.<br>• Evaluate client accounts to determine approved services, reducing company exposure to risk.<br>• Participate in ongoing training programs to enhance knowledge and ensure compliance with the Fair Debt Collections Practices Act and other regulations.<br>• Maintain adherence to department policies and procedures while meeting daily call requirements.
We are looking for an experienced Office Manager to join our team in Williamsville, New York. In this long-term contract role, you will manage complex transactions and provide precise support for inquiries and requests. You will play a key role in ensuring data accuracy, optimizing business processes, and delivering exceptional service to internal and external stakeholders.<br><br>Responsibilities:<br>• Process and resolve unique or complex transactions outside of the platform with efficiency and precision.<br>• Address and respond to platform inquiries while adhering to service level agreements (SLAs).<br>• Collaborate with Account Managers and Business Owners to identify opportunities and convert them into actionable outcomes.<br>• Maintain data integrity and generate quality reports to support data-driven decision-making.<br>• Analyze business trends and provide meaningful insights to enhance platform adoption and usage.<br>• Perform order entry and transactional functions to support team requests.<br>• Optimize business workflows to improve operational efficiency.<br>• Ensure accurate verification and completion of transactional requests.<br>• Provide general support to the team, including assistance with customer care and communication.<br>• Resolve issues promptly while maintaining professionalism and tact.
<p>We are looking for a skilled IT Field Services Lead to oversee and enhance the delivery of field services operations. In this role, you will play a critical part in managing resources, driving productivity improvements, and ensuring service level agreements (SLAs) are consistently met. This is a <strong>Contract-to-Permanent </strong>position based in Rochester, New York.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the incident and maintenance services to ensure end-user issues are resolved in alignment with customer expectations.</p><p>• Organize and schedule field service activities to optimize resource allocation and meet operational demands.</p><p>• Handle technical escalations by collaborating closely with the customer’s service owner.</p><p>• Facilitate communication about widespread incidents by coordinating with the Service Owner and Communication Office.</p><p>• Develop and execute proactive measures to minimize recurring incidents, with a focus on top issues affecting the area.</p><p>• Ensure proper management and resolution of service requests in alignment with organizational standards.</p><p>• Drive change management strategies to streamline processes and support team adaptation to new initiatives.</p><p>• Maintain and enhance business processes to improve information dissemination, sharing, and utilization.</p><p>• Foster an environment that promotes efficiency and high-quality output among team members.</p>
We are looking for a friendly and organized Receptionist to join our team on a contract basis in Rochester, New York. In this role, you will serve as the first point of contact for visitors and provide essential administrative support to ensure smooth daily operations. This position requires excellent communication skills, attention to detail, and the ability to multitask efficiently.<br><br>Responsibilities:<br>• Welcome and assist visitors, ensuring they have a positive experience and are directed appropriately.<br>• Answer and manage multi-line phone systems, including screening calls and taking accurate messages.<br>• Monitor and maintain security procedures, including issuing visitor badges and maintaining a logbook.<br>• Process incoming and outgoing mail and deliveries in a timely manner.<br>• Schedule appointments, coordinate meeting rooms, and manage event calendars.<br>• Provide administrative support, such as scanning, copying, filing, and organizing documents.<br>• Keep reception and common areas clean, stocked, and presentable.<br>• Order, organize, and distribute office supplies as needed.<br>• Update and maintain records and databases with accurate information.<br>• Perform additional clerical tasks, including faxing, data entry, and email correspondence.
We are looking for a meticulous and friendly Receptionist to join our team in Victor, New York. In this long-term contract role, you will serve as the first point of contact for visitors and callers, ensuring a welcoming and efficient experience. This position offers an excellent opportunity to showcase your organizational, communication, and multitasking skills in the medical devices industry.<br><br>Responsibilities:<br>• Greet visitors and ensure a positive first impression by providing excellent customer service.<br>• Answer and direct incoming calls using a multi-line phone system in a timely and precise manner.<br>• Handle inquiries and route calls to the appropriate departments or personnel.<br>• Maintain a clean and organized reception area to uphold company standards.<br>• Assist with administrative tasks such as scheduling, filing, and data entry as needed.<br>• Monitor and manage incoming mail, deliveries, and packages.<br>• Coordinate with internal teams to ensure smooth communication and operations.<br>• Provide support for meetings, including scheduling and preparing materials when required.
We are looking for a highly skilled Sr. Procurement Consultant to join our team on a long-term contract basis in Rochester, New York. This role requires expertise in procurement processes, compliance standards, and managing vendor relationships to ensure efficient operations. The ideal candidate will bring a strong background in global and government procurement, along with the ability to navigate complex systems and tools.<br><br>Responsibilities:<br>• Oversee procurement activities, ensuring compliance with government regulations and company policies.<br>• Manage vendor relationships to optimize service quality and cost-effectiveness.<br>• Utilize procurement tools such as Coupa, Concur, and Oracle to support purchasing processes.<br>• Coordinate contract administration tasks, including negotiation and renewal.<br>• Implement strategies for global and government procurement to streamline processes.<br>• Monitor material handling and inventory management to maintain operational efficiency.<br>• Provide guidance on compliance standards such as DCAA to ensure adherence.<br>• Collaborate with internal teams to improve procurement workflows and systems.<br>• Analyze procurement data to identify cost-saving opportunities and performance improvements.<br>• Deliver exceptional customer service to both internal and external stakeholders.
<p>We are looking for a motivated and detail-oriented <strong>Collections Specialist</strong> to manage and follow up on outstanding customer accounts. This position is responsible for contacting customers regarding overdue invoices, negotiating payment arrangements, and maintaining accurate records of all collection activities. The ideal candidate will have strong communication skills, a positive attitude, and the ability to manage sensitive situations with professionalism.</p>
<p>We are looking for a reliable and detail-oriented <strong>Accounts Receivable (AR) Specialist</strong> to join our team. This role is responsible for managing the invoicing process, tracking incoming payments, and maintaining accurate financial records. The ideal candidate will have strong communication skills, excellent attention to detail, and a solid understanding of accounting processes.</p><p> </p><p><br></p>
<p>We are seeking an organized and detail-oriented <strong>Billing Clerk</strong> to join our team. This role is responsible for preparing and issuing invoices, verifying billing data, maintaining accurate records, and assisting with general accounting tasks. The ideal candidate will have strong attention to detail, excellent communication skills, and basic accounting knowledge.</p>
We are looking for a Small Market Sales Assistant to provide essential administrative support to sales representatives and managers. This long-term contract position is based in Rochester, New York, and requires a proactive individual with strong organizational and communication skills. The role involves handling various tasks to ensure seamless sales operations and timely client interactions.<br><br>Responsibilities:<br>• Provide administrative support to sales representatives and managers to enhance their productivity and efficiency.<br>• Use business software tools, including Microsoft Outlook, Salesforce, and spreadsheets, to manage correspondence, organize reports, and track sales activities.<br>• Coordinate submission workflows by liaising with clients, referral sources, and sales representatives to meet deadlines.<br>• Prepare and send well-crafted correspondence to clients and referral accounts as needed.<br>• Maintain accurate records of sales activities and update the CRM system with relevant data.<br>• Assist in organizing and managing sales reports and related documentation.<br>• Ensure compliance with submission deadlines and follow up on missing or incomplete information.<br>• Handle ad hoc financial tasks and support other administrative needs as they arise.<br>• Perform photocopying, scanning, and other document management tasks to support sales operations.
<p>We are looking for a Financial Planning & Analysis Manager to lead data-driven initiatives that support strategic financial and operational decision-making. This role, based in Rochester, New York, will collaborate closely with the VP of Finance to design and deliver impactful management reports, analyses, and presentations while driving business growth. The ideal candidate will combine advanced analytical skills with leadership capabilities to streamline processes, improve efficiency, and ensure the integrity of financial data.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth analyses to guide decisions related to product and customer sales, pricing strategies, costing, purchasing, incentive plans, inventory control, and capital allocation.</p><p>• Collaborate with departments to develop annual budgets, long-term plans, and rolling forecasts that align with organizational objectives.</p><p>• Create detailed reports on sales and backlog activity, including customer, product, and contract-level analyses to assess volumes and margins.</p><p>• Prepare monthly and quarterly financial reports for Board meetings, including comparisons against budgets and prior-year outcomes.</p><p>• Establish and monitor operational and financial reporting systems, KPIs, procedures, and controls to enhance accountability.</p><p>• Identify and address variances between budgeted and actual financial results, offering actionable recommendations to resolve discrepancies.</p><p>• Perform ad-hoc analyses to uncover cost-saving opportunities and enhance operational efficiencies.</p><p>• Partner on internal projects, including acquisition integrations, to drive process improvements and boost productivity and earnings.</p><p>• Ensure data accuracy and consistency across systems to maintain reliable and centralized information sources.</p><p><br></p><p><br></p>
We are looking for a dedicated and detail-oriented Accounts Receivable Associate to join our team on a long-term contract basis. In this role, you will play a key part in ensuring the accuracy of financial transactions, processing cash receipts, and maintaining compliance with company standards. This position is based in West Henrietta, New York, and offers an opportunity to thrive in a fast-paced environment while contributing to the success of our payroll services operations.<br><br>Responsibilities:<br>• Process and accurately post daily incoming cash to appropriate client accounts and invoices based on provided remittance details.<br>• Ensure all cash transactions are completed and posted within the same business day to maintain timely processing.<br>• Verify invoices for appropriate backup documentation and address discrepancies with internal teams as needed.<br>• Collaborate with internal departments to resolve missing or incorrect information related to accounts receivable.<br>• Conduct research and reconciliation of financial data to ensure compliance with company policies and standards.<br>• Monitor transactions for potential fraudulent activity and report findings during verification processes.<br>• Maintain consistency and accuracy in financial records while adhering to internal controls and accounting policies.<br>• Support ad hoc financial reporting tasks and ensure proper documentation of all transactions.<br>• Build strong client relationships through effective communication and prompt resolution of payment issues.<br>• Utilize accounting systems and software to streamline processes and improve efficiency.
<p>Our client, a successful law firm based in Rochester, NY, is seeking a Paralegal for their busy litigation practice. In this role, you will be working alongside an administrative support team to ensure efficiency and accuracy in case management.</p><p><br></p><p><strong>Role: </strong>Paralegal/E-Discovery Specialist</p><p><strong>Location: </strong>Rochester, NY </p><p><strong>Salary: </strong>$55,000 - $85,000 (DOE)</p><p><strong>Schedule: </strong>In-Office</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Demonstrate a strong understanding of the end-to-end eDiscovery lifecycle, including the identification, collection, processing, review, and production of electronically stored information (ESI) for litigation and legal proceedings.</li><li>Organize and maintain electronic discovery files, ensuring accurate documentation of collected materials and tracking of all productions sent and received.</li><li>Coordinate with clients and eDiscovery vendors throughout the discovery process to ensure efficient workflows and timely delivery of results.</li><li>Manage data collection efforts from various sources in support of ongoing legal matters.</li><li>Support attorneys in reviewing electronic evidence for relevance, privilege, and responsiveness.</li><li>Leverage eDiscovery platforms and tools to review and manage large datasets, maintaining compliance with legal standards and optimizing efficiency.</li><li>Collaborate closely with legal teams to troubleshoot issues, resolve challenges, and ensure effective oversight of the eDiscovery process.</li><li>Draft, revise, and format legal documents, correspondence, and related materials as needed.</li><li>Prepare clear and concise transcript summaries to assist with case analysis and preparation.</li><li>File legal documents via NYSCEF, ECF, or other court-mandated electronic filing systems.</li><li>Maintain and update spreadsheets tracking financial data and other quantitative information relevant to legal matters.</li><li>Assist with preparation for depositions, mediations, arbitrations, and court hearings, including compiling exhibits and supporting materials.</li></ul>
We are looking for an entry-level Attorney with a strong interest in real estate law to join our team in Rochester, New York. This is a long-term contract position offering the opportunity to support a well-established residential real estate practice. You will collaborate with an experienced and friendly team, many of whom have been with the firm for over a decade.<br><br>Responsibilities:<br>• Provide legal counsel and representation in residential real estate transactions.<br>• Draft, review, and negotiate contracts and agreements related to property sales and purchases.<br>• Conduct legal research and analysis to ensure compliance with real estate laws and regulations.<br>• Assist clients in resolving disputes related to property ownership or transactions.<br>• Collaborate with senior attorneys and partners to develop strategies for complex cases.<br>• Maintain accurate documentation and records for all client matters.<br>• Stay updated on changes in real estate law and industry practices.<br>• Work closely with clients to understand their needs and provide tailored legal solutions.
<p>Hannah Savage with Robert Half is seeking a highly skilled and experienced <strong>Assistant Director of Payroll</strong> to join her client's team in the higher education sector. This role is ideal for a payroll professional with <strong>5+ years of experience</strong> and deep knowledge of <strong>Workday payroll software</strong>. The Assistant Director will oversee the day-to-day payroll operations, manage a high-volume payroll process, and lead a dedicated team, ensuring compliance, accuracy, and efficiency across the board. This role is a hybrid opportunity, but candidates must be based out of Rochester, NY.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee the full payroll cycle for a large, multi-state employee population within a higher education setting</li><li>Supervise and support the payroll team, ensuring accuracy, timeliness, and compliance with policies and regulations</li><li>Leverage <strong>Workday</strong> to manage and optimize payroll processing, reporting, and data integrity</li><li>Partner with HR, Finance, and other departments to coordinate payroll activities and resolve issues</li><li>Ensure compliance with all federal, state, and local tax regulations, as well as institutional policies</li><li>Review and approve payroll transactions, audits, and reconciliations</li><li>Identify and implement process improvements and efficiencies within payroll operations</li></ul><p><br></p><p>For immediate, confidential consideration apply today or contact Hannah Savage with Robert Half's Rochester, NY branch today!</p>
<p>We are seeking a detail-oriented and organized <strong>Accounts Payable/Accounts Receivable (AP/AR) Clerk</strong> to join our team. This position is responsible for managing daily financial transactions, including processing invoices, payments, and incoming receipts. The ideal candidate will have strong attention to detail, excellent organizational skills, and a good understanding of basic accounting principles.</p>
<p>The Tax Preparer is responsible for preparing and filing accurate federal, state, and local tax returns for individuals and businesses. This role ensures compliance with current tax laws and regulations while maximizing allowable deductions and credits. The Tax Preparer works closely with clients to gather financial information, answer tax-related questions, and provide guidance to support effective tax planning and minimize liabilities.</p>
