Tax Clerical Support 2

Job Description:

We are seeking a detail-oriented and organized Tax Clerical Support Specialist to join our team. This role is pivotal in supporting our tax preparation department by ensuring the accurate and efficient handling of tax documents for a high volume of clients. If you have a strong aptitude for data entry, enjoy working in a fast-paced environment, and have an eye for detail, we want to hear from you!

Key Responsibilities:

• Accurately input and manage tax-related data into the company's accounting and tax software systems.
• Organize, sort, and file client tax documents in both physical and digital formats.
• Review and verify tax forms and client information for completeness and accuracy.
• Maintain up-to-date and organized client files, ensuring compliance with confidentiality regulations.
• Assist tax preparers by preparing summaries of financial documents and reports.
• Communicate with clients via email or phone to request missing or incomplete documentation.
• Perform quality checks on entered data to ensure it aligns with company standards.
• Support the team in preparing for deadlines by managing workload prioritization effectively.

Qualifications:

• High school diploma or equivalent; associate degree or certification in accounting or related field preferred.
• Proven experience in data entry or clerical support, preferably within a tax or accounting environment.
• Proficiency in Microsoft Office Suite (Word, Excel) and familiarity with tax preparation software (e.g., QuickBooks, Lacerte, or similar).
• Exceptional attention to detail and accuracy.
• Strong organizational skills with the ability to manage multiple tasks in a high-volume environment.
• Basic understanding of tax forms and documentation is a plus but not required.
• Excellent communication skills and a customer-focused mindset.