Description

You manage tax filing data accuracy and client communications to support the tax department.

This role is on-site.

Responsibilities

• Document and record tax filing information with high accuracy.
• 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.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Experience with Salesforce.
• Excellent time management and organizational abilities.
• Outstanding written and verbal communication skills.

Preferred Skills

• Familiarity with the tax or financial services industry.

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)