Tax Specialist

Job Title Data Entry Tax Specialist | 9730 Job Summary Our client in Southlake has an immediate opening for a Tax Preparation Data Entry Specialist. This Position performs an integral role in entering important tax information into the specialized tax software for tax preparation and filing for clients. Essential Duties & Responsibilities Distribute Tax Organizers to clients so they can collect supporting tax documents that factor into their personal situation and return Coordinate and organize the receipt of client documents (i.e., PDF, Excel, Word) primarily through the Company Dropbox For clients with hardcopy documents, scan into electronic PDF format and organize into the Company Dropbox Perform data entry using CCH tax software (from supporting documents in Dropbox) Client basic information Actual supporting numeric figures from supporting documentation onto tax forms and tax schedules Review and identify any discrepancies in information received (i.e., if supporting documents show different or conflicting figures or data or tax organizer is marked with no supporting documents) Advise supervisor of any discrepancies and data-entry related issues Use Company workflow tool, AirTable, to identify the status of each return at each stage of the preparation process Advise supervisor on any missing (selected on Tax Organizer but no supporting documents) or additional documentation required for tax preparation and filing Communicate open items list with clients and update Tax process workflow (Airtable) with appropriate notes/next steps Prepare supporting Excel schedules as needed to support inputs onto tax forms Provide information and assistance to resolve any tax-related customer issues, often through written email communication Perform various other tax-related data entry duties if needed Qualifications Knowledge, Skills & Abilities Experience in data entry using tax software is required; CCH tax software experience a plus Intern experience in data entry for tax services company is preferred Additional Qualifications Familiarity in tax forms and schedules and how they work together (i.e., where data should be entered) is extremely valuable and required in order to effectively perform the data entry High attention to detail and ability to perform precise, detail-oriented work Motivated individual with strong communication skills, both written and verbal Individual takes direction well but also has a disciplined mindset to organize, prioritize, and meet deadlines through self-management Demonstrates the ability to anticipate tax-related data entry needs and respond professionally in a timely, accurate, and respectful manner #J-18808-Ljbffr