Tax Prep E-File Specialist

Job Description

2023 WINNERS OF THE STEVIE AWARDS & TOP WORK PLACES FOR BEST EMPLOYERS!

Our E-File Specialist will work very closely with our Tax Prep Admins and Tax Preparers, fulfilling a preliminary step toward compliance, within the full scope of our personal and business tax services. Important duties will mostly entail communicating with our Admins and Preparers, electronically filing tax returns, notating submissions, acceptances, and rejections, mailing out tax returns and other documents, maintaining client’s data and records, communicating internally with other departments.

This will be done by entering such data into CRM software, compiling reports, gathering documents, and identifying discrepancies for potential rejection errors in basic tax filing requirements. In addition, with the utilization of Preparation Software, processing tax returns electronically.

Responsibilities will primarily include, but may not be limited to:

· Documenting & recording tax filing information

· Calling and communicating with clients via email, SMS and mail

· Processing tax returns electronically, via ProSeries Software

· Support the Tax Preparers in requesting additional data

· Tracking account status

Required Skills & Qualifications:

· CTEC Certified (preferred but not required)

· Data entry & precision (advanced)

· Efficient speed and time-management

· Exceptional organizational skills

· Exceptional communication skills

· Knowledge of the Tax Industry/Resolution

· Knowledge in Outlook, Word, ProSeries, Salesforce (preferred but not required)

Job Type: Full-time

Pay: $23.00 - $26.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Woodland Hills, CA 91367: Relocate before starting work (Required)

Work Location: In person