Description

You provide essential administrative and client service support to keep the tax department running efficiently.

Responsibilities

• Document and record tax filing information accurately.
• Communicate with clients via phone, email, SMS, and mail.
• Prepare and organize client document requests.
• Review and interpret IRS transcripts (Wage & Income / Account Transcripts).
• Assist Tax Preparers by requesting additional information or supporting documents.

Required Skills

• Strong data entry skills with exceptional accuracy and attention to detail.
• Excellent time management and organizational abilities.
• Outstanding written and verbal communication skills.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Familiarity with the tax or financial services industry.
• Experience with Salesforce.

Key Skills

Education

Strong data entry skills with exceptional accuracy and attention to detail Excellent time management and organizational abilities Outstanding written and verbal communication skills Familiarity with the tax or financial services industry (preferred) Proficiency in Microsoft Outlook, Word, and Excel Experience with Salesforce (preferred but not required)