Job Overview

Our client is seeking a highly organized and detail-oriented Tax Data Entry Clerk to assist with tax return data entry and document compliance. In this role, you will accurately enter client information into tax preparation software, review submitted documentation for completeness, and communicate with clients regarding any missing requirements. The ideal candidate has excellent attention to detail, strong organizational skills, and is comfortable working independently in a fast-paced, deadline-driven environment.

Client Overview

Our client is a growing tax services business dedicated to providing accurate, efficient, and reliable tax preparation support to their clients. They leverage modern technology and streamlined processes to deliver exceptional service while maintaining the highest standards of accuracy and compliance. They are looking for a detail-oriented Tax Data Entry Clerk to support their tax preparation workflow and ensure client documentation is complete and organized.

Schedule

Tuesday - Friday, 12:00 PM - 5:00 PM EST (20 work hours per week)

Responsibilities

• Accurately enter client tax return data into TaxSlayer tax preparation software.
• Review client intake forms to verify that all required supporting documents have been submitted.
• Identify missing or incomplete documentation and follow up with clients via email.
• Maintain organized, accurate, and up-to-date client records within internal systems.
• Ensure data accuracy and consistency across all client files throughout the tax preparation process.
• Support the document compliance process to help finalize tax returns efficiently.
• Work within TaxSlayer and the company's custom-built CRM system.
• Assist with client communications regarding outstanding or pending documentation.
• Collaborate directly with the business owner to support daily operations and workflow.

Requirements

• Proven experience in data entry with exceptional accuracy and attention to detail.
• Proficient in written English communication for professional client correspondence.
• Proficiency in Google Workspace and Microsoft Office Suite.
• Ability to work independently with minimal supervision.
• Strong organizational and time management skills with the ability to manage multiple client files simultaneously.
• Willingness to learn new software platforms through guided onboarding.
• Experience working with tax preparation software or financial documentation is an advantage but not required.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.