· Verifying detailed tax data from documents and returns for “Big 4” and top CPA firms nationwide.
· Ensuring the accuracy of the tax software's functionality to successfully prepare tax documents
· Working with multiple clients in various industries to help to expedite the overall tax season process with a paperless workflow.
· Analyze, compare, and correct tax documents on multiple screens for tax season. High volume and fast paced environment with heavy data entry, up to 2000 pages per day.
· Correct any mismatched information before submitting back to clients. Communicate effectively with other departments regarding any issues.
· Input any missing information into the software by looking into the company database for comparison.