Tax Data Entry Specialist – Seasonal

Role Overview

• Input tax documents into tax software (W-2s, 1099s, 1098s, K-1s)
• Organize and label client documents within our system
• Bookmark and prepare PDFs for tax preparation utilizing SurePrep
• Perform basic data validation (e.g. totals match source documents)
• Flag missing or inconsistent information for review
• Follow standardized checklists and procedures for every return
• Upload completed work for review by tax preparers

Requirements

• Ability to recognize common tax forms (W-2, 1099, 1098, K-1)
• Experience with UltraTax CS and SurePrep
• Familiarity with efficiency, workflow, and communication software (Google Suite, Slack, Zoom)
• Ability to handle highly confidential and sensitive information with integrity and discretion
• Prior tax season experience or data entry experience is a plus

Benefits

• Medical, dental, vision, and life insurance
• Paid vacation and sick time
• Paid holidays
• 401(k) with match
• Work from home
• Teambuilding events