Tax Data Entry Specialist
Serving over 5,000 small businesses today, we aspire to be the most relied-upon partner a business owner never has to think about. From Hourly Time Tracking and Time Clock software to Scheduling and automated Payroll and HR, we've built an easy-to-use platform with features that save our customers time and money.
As a Tax Data Entry Specialist you will provide general data entry support across Tax and Implementation primarily assisting with implementing new accounts for payroll. You will have a unique opportunity to learn processes from various departments, thus allowing for tremendous growth opportunities.
This role will report to the Tax Director
Whether remote or working from our Brooklyn-based office, you'll find a team-oriented environment where these truths matter:
reliability,
optimism,
compassion, and
knowledge
[A good sense of humor helps, too!]
SALARY BAND: $20.00 - $23.00 per hour
Essential Responsibilities
● Gather source documents
● Upload/scrape data and ensure accuracy
● Enter client and account data from source documents into our proprietary software, including but not limited to YTD information
● Add clients to tax software and applicable state agencies
● Review data for deficiencies or errors and highlight any discrepancies
● Enter and verify new account setups
● Prepare and submit POAs to IRS and state taxing authorities
● Work with our tax partner to complete and submit client refund requests
● Update files as needed in the software database
● Open and scan mail
● Upload notices to the Salesforce queue
● Assists in the preparation of reports and presentations for the Tax Department
● Take meeting notes for the Tax Department
● Assist with updating Client records in Tax software as needed
● Assist with the ACA reporting process, amendment process, and other payroll tax processes and projects as needed
● Reach out to clients primarily via email to receive missing information or other important tax-related communications
● Inform relevant teams about any errors encountered
● Comply with data integrity and security policies
● Complete special projects as assigned by the supervisor
● Manage Salesforce cases promptly, meeting Service Level Agreement timelines
● Participate in regular team meetings and training for further skills development as required
Minimum Qualifications
● Typing a minimum of 40 words per minute
● Ability to thrive in a fast-paced environment
● Detail-oriented mindset
● Time management skills
● Strong written and verbal communication skills
● Working knowledge of Microsoft Office
COMPANY CONFORMANCE STATEMENT
In performance of their respective responsibilities, all employees of Fingercheck are expected to:
● Complete quality work within deadlines.
● Interact professionally with other employees, customers, and suppliers.
● Work effectively as a team contributor on all assignments.
● Communicate and coordinate work efforts with other employees, customers and suppliers.
● Perform other duties as assigned.
● Attend work regularly based on the assigned schedule.
About Fingercheck
At Fingercheck, we're about making life easier for small business owners. We know payroll and HR can be a total headache, so we created a platform that simplifies everything. You can say goodbye to the stress and time-consuming tasks of payroll and HR management, including taxes and compliance – we've got you covered!
Our advanced AI and automation technology saves you time and money, so you can put energy into growing your business. And the best part? Our team is dedicated to providing top-notch support. We take the time to understand your needs and offer personalized solutions to make your internal processes quick, easy, and accurate.
For more information, please visit fingercheck.com or follow us on LinkedIn, Facebook, Twitter & Instagram.
Disclaimer
Fingercheck is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law.