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About the Role
This temporary clerical assistant role in Tax Services supports the team during tax season, from January through the April tax deadline. It's a full-time opportunity with potential for overtime.
Responsibilities
- Serve as a primary resource for front-end scanning of tax returns.
- Organize tax documents into scannable format.
- Ensure accurate scanning and assembly of tax returns, workpapers, statements, and client billing.
- Scan documents into scan software using different programs.
- Review scanned items for accuracy using Adobe Acrobat.
- Identify the correct path for scanned documents.
- Collate tax returns upon completion of scanning.
- File electronic items in appropriate folders.
- Perform other reasonable duties as assigned.
Requirements
- Ability to work independently and in a team environment.
- Ability to handle driven deadlines and work in a high-paced, demanding environment.
- Ability to prioritize and handle multiple tasks simultaneously.
- Understanding and previous use of a Windows-based computer system and applications such as Microsoft Word, Excel, and Outlook.
- Previous experience with Adobe Acrobat required.
- Previous experience working with multiple program instances and windows simultaneously.
- Strong ability to read and interpret written word and understand verbal instructions.
- Primarily sedentary work with mobility required.
- Some lifting, carrying, pushing, and pulling (approximately 10-15 lbs.).
- Contingent on satisfactory completion of a background check.
Skills
- Scanning
- Document organization
- Adobe Acrobat
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Communication
- Analytical thinking
- Detail-oriented
Work Type
- Full-time
- Temporary
Experience Level
- Minimum of one year of clerical or administrative experience.
Education Level
- High school diploma or equivalent.