Data Entry Clerk
Budget: $15 – $25 USD
Full Job Description
Clerical key members of the team that help to keep the day to day operations of the firm running smoothly.
Responsibilities:
Assemble tax returns.
Assist with E-filings.
Typing and/or proofing prepared financial statements, letters, or other client projects as assigned.
Prepare, distribute, and maintain tax organizers.
Prepare and distribute client mailings and correspondence.
Scanning client documentation into filing system.
Preparing and issuing client invoices and statements.
Customer service for internal and external clients for invoicing questions or concerns.
Back up support for Cash Deposits & Front Desk responsibilities.
Perform other duties as assigned.
Required Skills:
Strong attention to detail and time management skills.
Effective multi-tasking skills in a fast-paced environment.
Prior knowledge of MS Office Suite required and ProSystem or other tax preparation software a plus.
Clerical key members of the team that help to keep the day to day operations of the firm running smoothly.
Responsibilities:
Assemble tax returns.
Assist with E-filings.
Typing and/or proofing prepared financial statements, letters, or other client projects as assigned.
Prepare, distribute, and maintain tax organizers.
Prepare and distribute client mailings and correspondence.
Scanning client documentation into filing system.
Preparing and issuing client invoices and statements.
Customer service for internal and external clients for invoicing questions or concerns.
Back up support for Cash Deposits & Front Desk responsibilities.
Perform other duties as assigned.
Required Skills:
Strong attention to detail and time management skills.
Effective multi-tasking skills in a fast-paced environment.
Prior knowledge of MS Office Suite required and ProSystem or other tax preparation software a plus.