Tax Records Processor
Job Opportunity at Brelsford Personnel

Posted on Dec 4

http://www.brelsfordpersonnel.com    903-561-2996

Location: Tyler, TX
Job Type: Temporary
Job ID: W4147663

Want a great job for Christmas?

The tax records processor is responsible for all client files of the CPA firm, as well as general administrative tasks for their Tyler office, such as filing of documents, front desk, phones, scheduling, scanning etc.  They file completed tax returns, correspondence, invoices, receipts and all other information pertaining to client records.  They processes all tax returns, enter data, then “makes ready” for pick-up or mailing.  They also process extensions, bookkeeping and financial reports and interface considerably with all staffers.  Mandatory overtime in tax season – about six weeks in March and April including Saturdays and some longer than normal weekday evenings.
Skills Needed
  • Professional, personable and friendly.  Able to deal effectively with clients and sensitive to their concerns
  • Able to maintain confidentiality with all internal company and client information
  • Strong attention to detail, very organized, methodical and careful in their work.  Able to understand regulations and follow them.
  • Able to be proactive, self-directed and work productively without supervision
  • Excellent communication skills, both verbal and written; phone etiquette
  • Proficiency with MS Office Suite – especially Word and Excel
  • Document management experience a huge plus
  • Salary - $30k+ D.O.E.
  • Full benefits (health insurance, paid holidays and vacation)
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