Simi Valley, CA Certified Public Accounting and Financial Services firm -

Applicant needed for DATA ENTRY of client information into Tax Return preparation software, document review, and client missing information follow-up.  Seeking motivated individual with high attention to detail, diligent work ethic, good organizational skills, pleasant personality to telephone interface with clients for follow-up.

Scope of Responsibilities – 

1. Input of data from financial records into Lacerte Tax program (Tax Organizers/Documents/IRS Transcripts)
2. Contact Franchise Tax Board as needed.
3. Manage files by priority date and CPA 
4. Reviewing all tax reports/forms for completeness and accuracy. (Check documents for errors)
5. Resolving discrepancies in information and obtaining further information for incomplete documents. 
6. Enter & maintain Excel spreadsheets tracking Client data (client name, time spent on each file, date of input etc.)
7. Follow-up on Client files and keep track of missing information on each client.
8. Maintain open dialogue with CPAs, Office Manager and Front Desk
9. Contact Clients via email or phone calls regarding missing information.  The file will not be presented to the CPA until complete with all required documents/information/data.
10. Analyze Tax Summaries and analyze disparities
11. Work hour flexibility: some weekends and long hours especially during tax season
12. Document scan and filing abilities
13. Attention to detail
14. We offer Paid Holidays & Vacation, Lunch Room amenities, & Performance Bonus