Tax Data Entry Specialist

Tax Data Entry Specialist

Tax Data Entry Specialist

Upwork

Upwork

Remoto

2 hours ago

No application

About

**Job Description: Tax Data Entry Specialist** We are currently on the lookout for a meticulous and detail-oriented Data Entry Specialist to join our dynamic team. We request that you enable notifications for three systems from 7am-12am CST to receive alerts when a client submits their intake form and documents for processing. The relevant systems are Cognito forms, Outlook email, and Grasshopper phone. This is the sole means by which you will receive notification that a client has submitted documents requiring import into the software. Upon receiving the notification, you will clock in to import the demographics into the software and notify me upon completion. You’ll receive bonus plus your base pay. You’ll learn so much and grow with the company depending how you retain and apply yourself. Example: we had two client forms that came through today that needs to be imported. We never know how many we will get in one day, week or month. You don't have to enter the client right away. If you are busy or need a few hours or so to enter import the client, that is understandable. But the quicker you import the quicker I can finalize the paperwork and get the client taken care of. This is the only way you will receive the notification that a client has submitted documents that needs to be imported into the software. This position plays a crucial role in assisting with the organization and input of financial data that is essential for our tax preparation process. The ideal candidate will demonstrate a strong capacity for attention to detail, as well as a willingness to learn and adapt. Paid comprehensive training will be provided to ensure that all team members have the necessary skills and knowledge to excel in their roles, so no direct experience in tax preparation or data entry is required—just a positive attitude and a desire to grow. **Key Responsibilities:** - Accurately enter a variety of tax-related information into our data management systems, ensuring that all entries are correct and in compliance with relevant regulations and standards. - Verify entered data for discrepancies or errors, utilizing problem-solving skills to identify and rectify any issues that may arise during the data entry process. - Collaborate with colleagues to maintain organized and up-to-date records, ensuring that all financial documents are easily accessible for the tax preparation team. - Assist in the timely completion of data entry tasks, prioritizing workloads effectively to meet deadlines and contribute to the overall efficiency of the tax preparation process. - Participate in ongoing training sessions and workshops to enhance your skills and stay informed about changes in tax regulations and data entry best practices. - Maintain a high level of confidentiality and professionalism while handling sensitive financial information. - Be an active participant in team meetings, providing input and feedback on processes to help improve team performance and productivity. **Qualifications:** - Strong attention to detail and a commitment to producing high-quality work. - Excellent organizational skills, with the ability to manage multiple tasks and prioritize effectively. - A willingness to learn and adapt to new systems and processes; coachability is a must. - Basic computer skills and familiarity with data entry software; experience with spreadsheets and database management is a plus. - Strong communication skills, both verbal and written, to effectively collaborate with team members and other departments. - A proactive approach to problem-solving and a positive attitude toward challenges. We believe in fostering a supportive and inclusive work environment, where every team member is encouraged to grow and develop their skills. If you are looking for an opportunity to start your career in tax preparation and data management, we would love to hear from you! We welcome candidates from diverse backgrounds and experiences to apply. Join us in making a difference and contributing to our success!