Job Summary
The Tax Professional Admin / Data Entry role supports the tax preparation team by ensuring client information, documents, and tax data are accurately collected, organized, and entered into our systems. This position plays a key part in maintaining smooth workflow, timely communication, and IRS-compliant documentation.
Key Responsibilities:
• Collect, organize, and verify client tax documents and intake forms.
• Accurately enter client data into tax software and internal systems.
• Maintain digital files, client folders, and document management logs.
• Assist tax preparers with administrative tasks, including scheduling, document requests, and status updates.
• Review submissions for completeness and follow up with clients regarding missing information.
• Support electronic signature processes and ensure documents are properly filed.
• Handle secure uploading, downloading, and labeling of tax forms and prior-year returns.
• Maintain confidentiality and adhere to IRS and firm-level compliance standards.
• Provide basic client support, such as answering general questions or directing inquiries to the appropriate team member.
Qualifications:
• Strong attention to detail and accuracy.
• Experience with tax software or willingness to learn (e.g., Drake, TaxSlayer, ProConnect, etc.).
• Familiarity with document management tools (PDF editors, e-signature platforms, portals).
• Excellent organizational and communication skills.
• Ability to handle sensitive information with confidentiality.
• Prior tax office experience preferred but not required.
Ideal Candidate:
Someone who is detail-oriented, dependable, tech-savvy, and able to manage multiple tasks in a fast-paced tax environment.
Job Types: Part-time, Contract, Temporary
Pay: $8.00 per hour
Expected hours: 20 per week
Work Location: Remote
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