You will be responsible for accurately entering and managing tax-related data. Your role involves verifying financial data, performing quality control checks, and ensuring all necessary forms are completed correctly. You will communicate with tax professionals to clarify missing or incomplete information and maintain client files securely. This position requires strong attention to detail, proficiency in data entry software, and the ability to work independently to meet deadlines.
Responsibilities:
Accurately enter client data from various tax documents into tax software systems.
Verify financial data for accuracy, ensuring all necessary forms are completed correctly.
Communicate with tax professionals to clarify missing or incomplete information.
Perform quality control checks to ensure data entries are precise and free of errors.
Organize and maintain client files in compliance with company procedures.
Securely manage and protect client data in compliance with confidentiality standards.
Meet data entry targets and deadlines, working independently.
Qualifications:
High school diploma or equivalent; an associate's or bachelor's degree in accounting, finance, or related field is a plus.
Previous experience in data entry or administrative roles, preferably within a tax or financial setting.
Proficiency in software like Google Suite (Sheets, Docs, etc.).
Strong attention to detail and accuracy.
Ability to work independently and meet daily, weekly, or monthly goals.
Comfortable with commission-based structures, with potential to earn based on productivity.
Reliable, organized, and self-motivated.
Ability to handle sensitive information and maintain confidentiality