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19 results for Compliance Director Legal in York, PA

HR Coordinator
  • Reading, PA
  • remote
  • Temporary
  • 20.00 - 22.00 USD / Hourly
  • <p>We are looking for a detail-oriented HR Coordinator to join our client's team. In this long-term contract position, you will play a pivotal role in managing and streamlining HR processes, ensuring compliance with company policies and legal standards. This role offers an excellent opportunity to contribute to a dynamic organization while maintaining high standards of confidentiality and accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Guide new employees through onboarding, ensuring all required documentation and screenings are completed promptly.</p><p>• Facilitate the completion of onboarding paperwork, ensuring compliance with company policies and legal regulations.</p><p>• Conduct I-9 verifications and accurately process information through E-Verify.</p><p>• Manage and oversee screening procedures for incoming employees.</p><p>• Maintain and update employee records in HRIS systems, including job changes, supervisor updates, and personnel file accuracy.</p><p>• Upload and organize onboarding and compliance documents within HR systems.</p><p>• Safeguard employee data by maintaining confidentiality and ensuring accuracy in all HR documentation and processes.</p>
  • 2025-12-10T20:23:44Z
Real Estate Attorney
  • Baltimore, MD
  • onsite
  • Permanent
  • 17500.00 - 225000.00 USD / Yearly
  • We are looking for an experienced attorney with expertise in commercial real estate to join our team in Baltimore, Maryland. This role offers the flexibility to work remotely while managing complex legal matters related to property acquisition, financing, development, leasing, and sales. The ideal candidate will have a strong background in representing borrowers and lenders during real estate financing transactions.<br><br>Responsibilities:<br>• Draft and negotiate legal agreements, including purchase and sale contracts, leases, and loan documents.<br>• Provide expert legal advice on commercial real estate transactions, including acquisitions, development, financing, leasing, and dispositions.<br>• Represent clients in real estate financing transactions, ensuring compliance with applicable laws and regulations.<br>• Review and analyze complex legal documents to identify risks and opportunities.<br>• Collaborate with clients and stakeholders to structure and close real estate deals.<br>• Develop and maintain strong relationships with clients to understand their business needs and provide tailored legal solutions.<br>• Manage legal aspects of development-related agreements, ensuring all terms align with client objectives.<br>• Conduct thorough legal research to support decision-making and strategy development.<br>• Ensure all documentation and processes adhere to local, state, and federal regulations.<br>• Stay updated on industry trends and legal developments to provide informed counsel.
  • 2025-11-07T15:49:01Z
Associate
  • Lancaster, PA
  • onsite
  • Permanent
  • 105000.00 - 165000.00 USD / Yearly
  • <p>Our client is seeking a motivated and skilled associate to join a respected medical malpractice plaintiff firm based in Lancaster, Pennsylvania. This is an excellent opportunity to grow within a mid-sized firm, with potential for a partner track and long-term career development. The ideal candidates will have strong academic backgrounds and relevant experience in medical malpractice or plaintiff injury cases.</p><p><br></p><p>Interested candidates should reach out to Kevin Ross at Robert Half in Philadelphia. </p><p><br></p><p>Responsibilities:</p><p>• Represent clients in medical malpractice and plaintiff injury cases, providing expert legal advice and advocacy.</p><p>• Conduct thorough legal research and prepare detailed case analyses to support litigation strategies.</p><p>• Draft and review legal documents, including pleadings, motions, and discovery materials.</p><p>• Manage arbitration proceedings and effectively negotiate settlements on behalf of clients.</p><p>• Collaborate with senior attorneys and other team members to develop comprehensive case strategies.</p><p>• Participate in trials, presenting arguments and evidence to achieve favorable outcomes.</p><p>• Maintain strong communication with clients, ensuring they are informed and supported throughout the legal process.</p><p>• Stay updated on legal developments and precedents in medical malpractice and plaintiff injury law.</p><p>• Handle case management responsibilities, including tracking deadlines and ensuring compliance with procedural requirements.</p>
  • 2025-11-10T15:59:28Z
Recruiter
  • Baltimore, MD
  • remote
  • Temporary
  • 22.00 - 35.00 USD / Hourly
  • <p>The Recruiter is responsible for sourcing, screening, and facilitating the hiring of top talent for a dynamic financial services organization. This role partners closely with hiring managers to understand their staffing needs and develops strategic approaches to attract qualified professionals for both temporary and permanent positions. The Recruiter serves as a brand ambassador, ensuring a positive candidate experience and helping build a workforce aligned with the firm’s business goals<strong>.</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate with hiring managers to identify talent requirements and define job specifications for roles across finance, accounting, operations, compliance, and related functions.</li><li>Source, engage, and attract qualified candidates using multiple channels—including online databases, professional networks, direct referrals, and targeted outreach.</li><li>Screen resumes and conduct initial interviews to assess skills, experience, and cultural fit.</li><li>Manage the candidate pipeline, schedule interviews, and communicate feedback throughout the process.</li><li>Negotiate offers in line with compensation guidelines and facilitate onboarding documentation.</li><li>Build and maintain strong relationships with candidates to promote retention and support long-term talent pipelines.</li><li>Monitor industry trends to keep the recruitment strategy aligned with market best practices.</li><li>Comply with all internal policies and applicable federal, state, and local employment laws and regulations.</li><li>Represent the company's values and ethics throughout every stage of candidate engagement.</li></ul><p><br></p>
  • 2025-11-26T14:08:45Z
Tax Preparer
  • Reading, PA
  • onsite
  • Temporary
  • 23.75 - 40.00 USD / Hourly
  • <p>We are looking for a skilled Tax Preparer to join our team in Berks County, Pennsylvania. This is a long-term contract position that offers the opportunity to assist clients with their tax preparation needs while ensuring compliance with regulations and delivering exceptional service. If you are detail-oriented and proficient in tax preparation processes, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual tax returns accurately and efficiently, ensuring compliance with relevant tax laws and regulations.</p><p>• Utilize Pro series Tax Software to process and file tax documents.</p><p>• Conduct thorough reviews of financial records and documentation to verify information and identify any discrepancies.</p><p>• Stay updated on changes in tax laws and regulations to provide accurate advice and services.</p><p>• Collaborate with clients to gather necessary information and provide guidance throughout the tax preparation process.</p><p>• Maintain organized records and files for all completed tax returns.</p><p>• Address client inquiries and resolve issues related to tax filings.</p><p>• Ensure confidentiality and security of sensitive financial information.</p><p>• Assist with year-end tax planning to optimize client outcomes.</p><p>• Provide recommendations for improving tax efficiency based on individual circumstances.</p><p>If interested, please send resume to Jim.Kirk@roberthalf com</p>
  • 2025-12-08T21:04:36Z
Legal Assistant
  • Baltimore, MD
  • onsite
  • Temporary
  • 21.85 - 25.30 USD / Hourly
  • We are looking for an experienced Legal Assistant to join our team in Baltimore, Maryland. This contract position offers flexibility, allowing you to manage your schedule while providing essential support in criminal defense and personal injury cases. The role is ideal for candidates with a strong background in legal procedures and a dedication to delivering high-quality assistance.<br><br>Responsibilities:<br>• Manage e-filing and court filings for various cases, ensuring accuracy and timeliness.<br>• Provide support in criminal defense and personal injury litigation, assisting in case preparation and documentation.<br>• Coordinate and maintain schedules, including calendar management for attorneys and court appearances.<br>• Prepare and organize legal documents, ensuring compliance with court requirements.<br>• Conduct legal research to support case development and strategy.<br>• Communicate effectively with clients, attorneys, and court officials to facilitate case progress.<br>• Assist in drafting pleadings, motions, and other legal correspondence as needed.<br>• Ensure proper filing and organization of case files for easy access and retrieval.<br>• Monitor deadlines and follow up on pending tasks to ensure timely completion.<br>• Support attorneys in trial preparation and other critical legal processes.
  • 2025-12-09T18:59:30Z
Tax Accountant
  • Lemoyne, PA
  • onsite
  • Temporary
  • 25.00 - 29.00 USD / Hourly
  • <p>A reputable and people-focused company in the Lemoyne area is seeking a <strong>Tax Accountant</strong> to join their growing finance team. This role is ideal for someone who enjoys tax preparation, research, and ensuring compliance while contributing to a collaborative environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare federal, state, and local tax returns for individuals and businesses</li><li>Assist with quarterly and annual tax filings and estimated payments</li><li>Conduct tax research to ensure compliance with changing tax laws</li><li>Analyze financial information to identify tax-saving opportunities</li><li>Support month-end and year-end close processes related to tax entries</li><li>Maintain accurate documentation and workpapers for all tax-related activities</li><li>Assist with audits and respond to inquiries from tax authorities</li><li>Collaborate with accounting and leadership teams to support overall financial strategy</li></ul><p><br></p>
  • 2025-12-09T19:59:03Z
Controller
  • Owings Mills, MD
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p>Our client is a wealth management family office seeking an experienced Controller to lead and manage our accounting, financial operations, and related administrative functions. This role offers significant growth opportunities as our organization expands. The ideal candidate is a highly ethical individual who can exercise discretion with confidential information, displays unwavering attention to detail, and possesses strong leadership, communication, and analytical abilities.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain complete and accessible corporate documents; ensure compliance and collaborate with legal counsel on updates.</li><li>Manage all HR functions including payroll, PTO tracking, and benefits administration; foster positive office culture.</li><li>Oversee office leases, insurance, utilities, equipment contracts, and annual operating budgets.</li><li>Implement and maintain robust data privacy and financial control systems; coordinate with IT providers and research new software.</li><li>Supervise cash receipts/disbursements, bank reconciliations, cash flow reports, and investment account reconciliations; resolve accounting issues.</li><li>Reconcile bank statements and collaborate with owners and banking partners on cash management.</li><li>Track investment capital commitments and report quarterly performance; suggest improvements.</li><li>Manage charitable giving, estate planning gifts, and related tax reporting.</li><li>Coordinate annual tax return preparation for individuals, trusts, and entities; compile documentation, review returns, and ensure timely filing.</li><li>Manage tax notices, refunds, and quarterly payment projections across jurisdictions.</li></ul><p><br></p>
  • 2025-11-14T16:03:42Z
Remote - Real Estate Paralegal
  • Baltimore, MD
  • remote
  • Permanent
  • 110000.00 - 120000.00 USD / Yearly
  • <p>Our client is a boutique law firm with multiple offices. As they continue to grow, they are looking for a dedicated and experienced Paralegal to work remotely. This role requires expertise in affordable housing, particularly Low-Income Tax Credit Housing (LITCH), and the ability to work independently on real estate transactions. The ideal candidate will possess strong organizational skills and the ability to handle closing logistics seamlessly.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed reviews of due diligence materials and provide weekly updates to closing checklists.</p><p>• Analyze and interpret title commitments and surveys to ensure compliance with transaction requirements.</p><p>• Prepare Uniform Commercial Code (UCC) filings and related documentation.</p><p>• Examine real estate-related contracts and legal documents for accuracy and completeness.</p><p>• Perform searches related to litigation, judgments, bankruptcies, and other organizational matters.</p><p>• Draft recording instruction letters and ensure proper documentation for submissions.</p><p>• Coordinate closing logistics, including pre-closing preparations and post-closing follow-ups.</p><p>• Manage real estate deals with minimal supervision, ensuring timely and accurate completion.</p><p>• Collaborate with lenders and stakeholders to facilitate smooth transactions.</p><p>• Maintain a consistent workload of 40 hours per week while meeting deadlines.</p>
  • 2025-12-01T17:38:44Z
Human Resources Generalist
  • Baltimore, MD
  • onsite
  • Contract / Temporary to Hire
  • 28.00 - 35.00 USD / Hourly
  • <p><strong>About the Role:</strong></p><p>We are looking for a knowledgeable and proactive <strong>Human Resources Generalist</strong> to manage HR functions, including employee relations, benefits administration, and compliance. This role offers growth potential and a path to permanent employment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Employee Relations and Support:</strong></p><ul><li>Serve as a resource for employees regarding HR policies and procedures.</li><li>Address and resolve workplace concerns professionally and confidentially.</li><li>Support managers with performance management and coaching.</li></ul><p><strong>Recruitment and Onboarding:</strong></p><ul><li>Coordinate job postings, candidate screening, and interviews.</li><li>Facilitate new hire onboarding and orientation programs.</li><li>Ensure smooth integration of employees into the organization.</li></ul><p><strong>Benefits and Payroll Administration:</strong></p><ul><li>Assist with benefits enrollment and inquiries.</li><li>Collaborate with vendors to resolve benefits-related issues.</li></ul><p><strong>Compliance and Reporting:</strong></p><ul><li>Ensure adherence to federal, state, and local labor laws.</li><li>Maintain HRIS data integrity and generate reports as needed.</li><li>Support audits and implement corrective actions when necessary.</li></ul><p><br></p>
  • 2025-12-03T14:58:46Z
HR Project Manager
  • Baltimore, MD
  • onsite
  • Temporary
  • 76.00 - 88.00 USD / Hourly
  • We are looking for an experienced HR Project Manager to join our team on a contract basis in Baltimore, Maryland. This role is critical in ensuring organizational compliance with federal, state, and local regulations, while driving strategic integration and process optimization. The ideal candidate will have a strong background in HR compliance, project management, and healthcare industry standards.<br><br>Responsibilities:<br>• Maintain thorough knowledge of HR and healthcare regulations to ensure compliance across all organizational processes.<br>• Evaluate and monitor the progress of integration projects, ensuring alignment with strategic goals.<br>• Develop and implement streamlined workflows and audit procedures to enhance operational efficiency.<br>• Create training materials and documentation to support compliance activities and audit processes.<br>• Conduct training sessions for team members, facilitating the adoption of new systems and processes.<br>• Manage credentialing practices, ensuring all licenses, certifications, and registrations are up to date and meet regulatory requirements.<br>• Collaborate with cross-functional teams to identify and address challenges in integration and compliance.<br>• Lead special projects aligned with organizational objectives and compliance standards.<br>• Provide expert guidance to HR leadership and partners on employment laws, policy interpretation, and risk mitigation strategies.
  • 2025-12-05T22:13:34Z
Total Rewards Analyst
  • Reading, PA
  • remote
  • Contract / Temporary to Hire
  • 35.00 - 38.00 USD / Hourly
  • Our client is seeking a dynamic and experienced Total Rewards Analyst for a to join a high-performing team within an established organization. The ideal candidate will play a pivotal role in designing, analyzing, and maintaining compensation structures that align with business objectives, promote equity, and ensure compliance. This is a contract-to-permanent opportunity. <br> Key Responsibilities: Develop, implement, and oversee compensation frameworks, including salary ranges, pay bands, and job leveling strategies, to support organizational goals and ensure competitiveness Conduct analysis of internal and external compensation data to maintain competitive and equitable salary structures. Assess job descriptions for proper job leveling, classification, and alignment with established compensation frameworks. Execute core aspects of the annual compensation planning processes, including merit, bonus, and market adjustments, with a focus on effective design, communication, and administration. Collaborate with HR business partners to ensure consistent application of the organization's compensation philosophy across departments. Evaluate internal pay equity and provide compensation recommendations during hiring, promotions, and performance reviews. Assist with administrative duties related to incentive and variable pay programs. Stay abreast of industry trends and propose compensation program enhancements as needed. Utilize analytical tools and data insights to evaluate compensation trends, conduct pay equity analyses, and inform strategic compensation decisions. Participate in compensation benchmarking by contributing to surveys and analyzing roles across the organization. Monitor compliance with pay transparency laws, wage/hour regulations, and internal policies to ensure adherence to legal requirements. Develop and implement compensation policies, guidelines, and procedures to ensure alignment with organizational values and compensation goals.
  • 2025-11-07T21:59:28Z
HR Specialist
  • New Cumberland, PA
  • onsite
  • Temporary
  • 24.00 - 27.00 USD / Hourly
  • <p>Are you passionate about supporting employees and fostering a positive workplace?<strong> </strong>A growing and people-focused company in New Cumberland is seeking a <strong>Human Resources Specialist</strong> to join their team. This role is ideal for someone who enjoys HR operations, employee relations, and helping to build a strong organizational culture. </p><p><br></p><p>Key Responsibilities</p><ul><li>Assist with recruitment, onboarding, and offboarding processes</li><li>Maintain employee records and ensure compliance with HR policies and regulations</li><li>Support payroll, benefits administration, and HR reporting</li><li>Respond to employee inquiries regarding HR policies, benefits, and procedures</li><li>Assist with performance management and training initiatives</li><li>Support HR projects, policy updates, and compliance initiatives</li><li>Collaborate with management to address employee relations issues</li><li>Ensure HR processes and documentation are accurate and up to date</li></ul><p><br></p>
  • 2025-12-09T20:18:50Z
HR Generalist
  • Dover, PA
  • onsite
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • <p>Are you a versatile HR professional who enjoys supporting employees and contributing to a positive workplace culture?<strong> </strong>A well-established and employee-focused company in Dover is looking for an <strong>HR Generalist</strong> to join their team. This role is ideal for someone who thrives in a dynamic environment and enjoys managing a wide range of human resources responsibilities. </p><p><br></p><p> Key Responsibilities</p><ul><li>Manage recruitment, onboarding, and offboarding processes</li><li>Maintain accurate employee records and ensure compliance with HR policies and regulations</li><li>Administer benefits programs, payroll support, and HR reporting</li><li>Support employee relations, performance management, and training initiatives</li><li>Assist with policy updates, compliance audits, and HR projects</li><li>Serve as a resource to employees and management on HR-related questions</li><li>Promote a positive work environment and assist in employee engagement efforts</li></ul><p><br></p>
  • 2025-12-09T20:23:55Z
Attorney/Lawyer
  • Baltimore, MD
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p>Commercial Loan Transaction Attorney</p><p>Overview: A Commercial Loan Transaction Attorney plays an essential role in facilitating, negotiating, and managing complex commercial loan transactions for banks, financial institutions, or corporate clients. This legal specialist collaborates closely with stakeholders—including borrowers, lenders, and internal teams—to mitigate risk, ensure regulatory compliance, and achieve timely closings.</p><p>Responsibilities:</p><ul><li>Advise clients on the legal risks, terms, and structuring of commercial loan transactions, including secured and unsecured lending, syndications, and asset-based financing </li><li>Draft, review, and negotiate a variety of loan documentation, including loan agreements, security instruments, guarantees, and intercreditor agreements </li><li>Conduct legal due diligence on borrowing entities and collateral, including title reviews, lien searches, and analysis of organizational and financial documents </li><li>Ensure all aspects of loan transactions comply with applicable laws, regulations (e.g., UCC, banking regulations), and internal policies </li><li>Manage communications between lenders, borrowers, opposing counsel, and third parties such as title companies and escrow agents to coordinate transaction closings </li><li>Identify and resolve issues that arise during the loan process, facilitating timely solutions to keep transactions on track </li><li>Advise on amendments, workouts, modifications, or restructurings of existing loan agreements as needed </li><li>Keep current with relevant legal developments and market trends impacting commercial lending</li></ul><p><br></p><p> </p>
  • 2025-12-04T18:05:17Z
Remote Real Estate Attorney
  • Baltimore, MD
  • remote
  • Permanent
  • 250000.00 - 300000.00 USD / Yearly
  • <p>We are looking for an experienced attorney with a strong background in real estate finance and construction lending to join our team in a remote capacity. The ideal candidate will bring expertise in drafting and negotiating loan documents, managing real estate due diligence, and representing institutional lenders in commercial real estate transactions. This role requires a deep understanding of financial structures and bond financing, with a preference for candidates experienced in affordable housing projects.</p><p><br></p><p>Responsibilities:</p><p>• Represent institutional lenders and capital providers in commercial real estate lending transactions, including construction and bridge loans.</p><p>• Draft and negotiate loan documents with precision and attention to detail.</p><p>• Conduct thorough reviews of title, survey, and real estate-related due diligence.</p><p>• Manage complex financial structures, including bond financing and syndicated credit facilities.</p><p>• Provide legal counsel on construction and term loans for affordable housing developments and commercial real estate projects.</p><p>• Collaborate with stakeholders to ensure compliance with lending regulations and policies.</p><p>• Handle secured and unsecured lines of credit transactions with efficiency.</p><p>• Advise clients on affordable housing developments involving low-income housing tax credits.</p><p>• Maintain up-to-date knowledge of laws and regulations affecting real estate finance.</p><p>• Ensure all legal documentation aligns with client goals and industry standards.</p>
  • 2025-11-12T16:53:43Z
Paralegal
  • Baltimore, MD
  • onsite
  • Permanent
  • 88000.00 - 117000.00 USD / Yearly
  • We are looking for a dedicated and detail-oriented Senior Paralegal specializing in corporate law to join our team in Baltimore, Maryland. This role involves supporting attorneys with a variety of corporate legal matters, including drafting and filing legal documents, organizing case files, and coordinating with internal and external stakeholders. The ideal candidate will bring strong organizational skills, technical expertise, and a deep understanding of corporate legal procedures.<br><br>Responsibilities:<br>• Organize, draft, and file corporate legal documents, including Articles of Incorporation, amendments, consents, and merger-related documentation.<br>• Assist in the formation and maintenance of entities such as corporations, LLCs, and non-profits, including filing annual reports and managing compliance.<br>• Prepare and manage closing documents, closing checklists, and closing books for corporate transactions such as mergers and acquisitions.<br>• Conduct due diligence, compile findings, and assist with Blue Sky research and filings.<br>• Support private company functions, including managing stock issuance, transfers, and maintaining stock option records.<br>• Draft and file documentation with state and federal agencies, such as Secretary of State and Department of Corporations filings.<br>• Maintain and update capitalization tables, stock ledgers, and electronic and physical minute books.<br>• Manage data rooms and ensure all matter files are accurate and up-to-date.<br>• Prepare and file S-8 Registration Statements and Section 16 filings as needed.<br>• Coordinate efforts between attorneys, clients, outside counsel, and other parties to ensure seamless execution of legal tasks.
  • 2025-12-01T20:48:50Z
VP of Operations
  • Baltimore, MD
  • onsite
  • Temporary
  • 60.00 - 70.00 USD / Hourly
  • <p>We are looking for an experienced VP of Operations to join our team in Baltimore, Maryland, within the financial services industry. This role requires a highly skilled leader to oversee and manage critical operational functions, ensuring excellence in service delivery and regulatory compliance. As this is a long-term contract position, you will play a pivotal role in driving efficiency and innovation in banking operations.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development, deployment, and maintenance of electronic and cash management-based banking products and services.</p><p>• Collaborate with account and business development teams to support the sales and onboarding of electronic banking solutions, while providing training to internal teams.</p><p>• Supervise departmental operations, manage staff, and oversee vendor relationships to ensure seamless workflow and compliance.</p><p>• Analyze dormant accounts to ensure adherence to escheatment laws and internal procedures.</p><p>• Coordinate the processing of returned mail and manage skip tracing functions, ensuring accurate documentation and secure record storage.</p><p>• Research and respond to subpoenas, legal inquiries, and customer concerns with professionalism and efficiency.</p><p>• Ensure regulatory compliance across all banking activities and prepare documentation for federal and state examinations as well as external audits.</p><p>• Identify and implement workflow and system enhancements to boost operational efficiency and address gaps in Electronic, Deposit, and Loan Operations.</p><p>• Participate in product development initiatives, ensuring alignment with operational capabilities and integration with other departments.</p><p>• Serve as a key member of organizational committees, providing expertise on operational initiatives and technology integration.</p>
  • 2025-11-17T22:34:28Z
Tax Preparer
  • Forest Hill, MD
  • onsite
  • Temporary
  • 24.00 - 28.00 USD / Hourly
  • We are looking for a dedicated Tax Preparer to join our team in Forest Hill, Maryland. This is a long-term contract position offering a flexible schedule and an opportunity to assist with individual tax returns during peak tax season. The role involves working closely with clients to ensure accurate and efficient tax preparation while maintaining high standards of professionalism.<br><br>Responsibilities:<br>• Prepare and review individual tax returns, ensuring accuracy and compliance with current tax regulations.<br>• Utilize tax preparation software, including Intuit ProSeries, to input and manage client data efficiently.<br>• Analyze prior years’ tax returns to identify discrepancies and document relevant notes.<br>• Communicate effectively with clients to gather necessary financial information and clarify details.<br>• Organize and manage tax documents submitted by clients, both in-person and through online portals.<br>• Collaborate with internal team members to review completed tax returns and obtain final sign-offs.<br>• Provide support during peak tax seasons for approximately 20-30 hours per week, with potential for increased hours if needed.<br>• Ask pertinent questions and utilize provided client worksheets to ensure thorough tax preparation.<br>• Maintain confidentiality and adhere to ethical standards while handling sensitive client information.<br>• Stay updated on tax laws and regulations to provide accurate guidance and preparation services.
  • 2025-12-01T21:04:16Z