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Tax Support

Company: Security Finance
Location: Spartanburg
Posted on: January 7, 2022

Job Description:

Job Overview - -Provide verbal and written tax support to company owned branches. -Job Duties and Responsibilities:

  • Completes an extensive training program utilizing classroom, online, and software based learning
  • Provides telephone and e-mail support to branch employees and Supervisors regarding tax law, tax software, tax forms, correct signature and dating of paperwork, bank product paperwork, and other various administrative support
  • Maintains logs of incoming and outgoing calls in the Help Desk program
  • Assists branch personnel in completing individual federal and state income tax returns using Drake Tax Software
  • Reviews forms related to tax preparation scanned in from branches to ensure proper data entry
  • Assists branch personnel with rejected tax returns
  • Reviews various tax return related documents including internal forms, IRS, State, and Bank Product related compliance documents utilizing KOFAX validation and the OnBase and Home Office systems; Determines if the forms meet required standards; Communicates with branches on unacceptable documents and assist with correction
  • Reviews and clears returns containing large refund amounts
  • Assists in the preparation of, and clearance of, returns with more advanced items, such as: Itemized Deductions, Self-Employment, Capital Gains, Rental or Royalty Income, Farm Income, and other specialized items
  • Assists with random bank audits
  • Assists with processing of various bank products offerings and disbursements (debit cards, check printing)
  • Assists with Tax prep collections - including e-Complish
  • Dials-in\u201d to branches to provide assistance with; reviewing returns, printing return paperwork, processing e-Complish payments and PTIN applications/renewals
  • Assists with tax training for field personnel includes: reviewing training materials, coordinating the printing and shipping of training materials, assist in live webinars and monitoring the Learn Center
  • Assist 1040 Tax Processing Supervisors as needed and to help seasonal, temporary staff with common questions.
  • Conducts random internal audits including specific return types, various paperwork and IRS Due Diligence Requirements
  • Special Projects as requestedJob Requirements:
    • Ability to work a flexible schedule and extended hours, including Saturdays as needed
    • Knowledge of word processing, grammatical rules, and clerical formats
    • Computer literate (i.e. Word and Excel) with data entry experience
    • Analytical with ability to solve problems quickly
    • Ability to work in a high-paced environment and remain detailed, organized, and courteous
    • Customer Service experience in a call center environment
    • Meet IRS requirements to obtain and maintain a PTIN
    • Bookkeeping/math background a plus
    • English/Spanish bilingual a plusPhysical Requirements: -This is an office position that consistently operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Requires the ability to operate a ten-key calculator, fax, and copier. Requires the ability to communicate verbally and in writing. High call volume and phone time require the ability to operate a standard phone and communicate verbally. -Educational Requirements: High school diploma or equivalent. Extensive training will be provided -This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.

Keywords: Security Finance, Spartanburg , Tax Support, Accounting, Auditing , Spartanburg, South Carolina

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