Gather and organize client tax documents, including W-2s, 1099s, and other supporting documentation
Review incoming client information for completeness and accuracy
Import client information into ProConnect tax software
Double-check automated data entries and identify discrepancies or missing information
Manually enter information where required
Maintain accurate and organized client records

🎯 Requirements

Minimum 2-year college degree in any field
Strong attention to detail and accuracy
Excellent data-entry and computer skills
Strong written and verbal communication skills
Comfortable working with spreadsheets, databases, and software systems
Strong organizational skills and ability to manage multiple cases or priorities

🎁 Benefits

100% remote work
$50 birthday bonus
$200 testimonial bonus
No trackers
Long-term career path within tax resolution

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