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Tax Records Processor
Job Opportunity at
Posted on Dec 4
Want a great job for Christmas?
The tax records processor is responsible for all client files of the CPA firm, as well as general administrative tasks for their Tyler office, such as filing of documents, front desk, phones, scheduling, scanning etc. They file completed tax returns, correspondence, invoices, receipts and all other information pertaining to client records. They processes all tax returns, enter data, then “makes ready” for pick-up or mailing. They also process extensions, bookkeeping and financial reports and interface considerably with all staffers. Mandatory overtime in tax season – about six weeks in March and April including Saturdays and some longer than normal weekday evenings.
Professional, personable and friendly. Able to deal effectively with clients and sensitive to their concerns
Able to maintain confidentiality with all internal company and client information
Strong attention to detail, very organized, methodical and careful in their work. Able to understand regulations and follow them.
Able to be proactive, self-directed and work productively without supervision
Excellent communication skills, both verbal and written; phone etiquette
Proficiency with MS Office Suite – especially Word and Excel
Document management experience a huge plus
Salary - $30k+ D.O.E.
Full benefits (health insurance, paid holidays and vacation)
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