Perform document analysis and data extraction using third-party application
Verify and validate the data extracted from the document by using in-house applications
Update system configurations in accordance with new document formats or regulatory changes
Troubleshoot issues, implement fixes, and manage updates across various environments
Coordinate with internal staff and end-users to address concerns and requirements
Respond promptly to reported issues and provide effective resolutions
Achieve assigned targets and goals with accuracy and efficient planning
Prepare and execute test cases and test plans for software updates and integrations
Maintain comprehensive documentation of processes and resolutions

1-3 years of experience in US Tax with experience working on OCR platforms, document processing
Basic understanding and familiarity with US tax laws and regulations
Experience working with OCR platforms, document processing, or automation tools
Experience with software testing and quality assurance processes
Experience in tax software integration and application development is preferred
Moderate proficiency in MS Office tools (Excel, Word, Outlook, etc.)
Basic knowledge of JAVA / VB Scripts and SQL queries
Quick learner with adaptability to new challenges
Ability to work collaboratively within a team
Willingness to work extended hours and on holidays, as required

Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role)
Flex My Way supportive workplace policies
Flexible vacation
Two company-wide Mental Health Days off
Access to the Headspace app
Retirement savings
Tuition reimbursement
Employee incentive programs
Resources for mental, physical, and financial wellbeing
Paid volunteer days

Senior Process Associate – OCR, US Tax

Key skills