About the Role
Step into a critical role as a Finance Data Entry & Client Liaison Specialist for a thriving tax solutions company. This role is at the heart of our client operations, serving as the bridge between our clients' financial realities and the formal documentation required by the IRS. You will be responsible for gathering sensitive financial data, ensuring its accuracy on Form 433-A (Collection Information Statement), and maintaining proactive communication with clients to keep their cases moving forward.

Key Responsibilities

• Accurately transcribe and input client financial data (assets, income, expenses, and bank information) into the IRS Form 433-A.
• Act as the primary point of contact for clients, guiding them through the document collection process and explaining what information is needed.
• Conduct thorough reviews of financial documents (bank statements, pay stubs, etc.) to ensure the data entered matches the supporting evidence.
• Maintain a strict calendar of deadlines to ensure tax filings and resolution packets are submitted to the IRS on time.
• Work closely with our Tax Associates and Enrolled Agents to flag any discrepancies or missing information in a client’s file.

Skills & Qualifications

• Precision in Data Entry: High level of accuracy and comfort working with numbers and financial figures.
• Effective Communication: The ability to explain complex requests to clients with empathy and clarity via phone and email.
• Organizational Prowess: Ability to manage multiple client files simultaneously without letting deadlines slip.
• Technical Aptitude: Proficiency in Microsoft Office (Excel/Word) and a willingness to learn tax resolution software.
• Growth Mindset: A strong willingness to learn IRS guidelines and collection procedures. No prior tax experience is required—we provide comprehensive training.

Independent Contractor Perks
HMO Coverage for eligible locations
Permanent work from home
Immediate hiring
Steady freelance job