Tax Form Processor

Job Posted: 25.02.2022 18:48:58

What to Expect:
Tax Form Processors are responsible for preparing entity selection forms to be sent to the IRS for our clients. The Tax Form Processor will produce the IRS forms as needed. These forms include:
Form 8832 for LLCs
Form 2553 for S-corps
Form 8822-B for selection of responsible party
Dissolution of S-corp election letters
Other forms as necessary
The Tax Form Processor will send the appropriate forms to the client for signatures and arrange for the clients to return the signed forms to the Tax Form Processor. They will also sometimes need to explain the forms to the clients.
Once the Tax Form Processor has received the signed form and verified it’s correctness, they will forward the form to the IRS.
Willingness and readiness to learn and grow in a dynamic, new career field with evolving practices and procedures.

A high degree of accuracy and attention to detail
Knowledge of all G Suite, Word, and Excel
Ability to establish rapport with our clients and build strong relationships with our clients in a friendly and confident manner
Ability to prioritize work and complete duties accurately and timely
Ability to work independently, without direct supervision
Comfortable working in a fast-paced environment

Preferred Qualifications:
Associates Degree
Minimum of 2 years of professional-level work experience
Previous experience in a client service-oriented field preferred
Previous experience in tax firm a plus
Previous IRS form preparation is desired, but not required.
Salesforce CRM experience a plus

Job Duties:
Preparation of required IRS entity forms for clients
Schedule and perform welcome calls for new tax clients
Respond to all correspondence within 1 business day
Calling and/or corresponding via email with our clients to provide information, answer questions and/or follow through on requests
Work with members of various internal departments to have client needs taken care of
Documenting receipt of signed client documents
Utilize the resources and knowledge of each of our professionals in their respective departments
All other duties that may be assigned from time to time by management

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