For Tax Professional Admin / Data Entry

Job SummaryThe TaxProfessional 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, TemporaryPay: $8.00 per hourExpected hours: 20 per weekWork Location:Remote Apply tot his job