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Tax Resolution Assistant (United States or U.S. Territories)

2 hours, 19 minutes ago
United States, Guam, Puerto Rico
Full-time
Entry Level
Administrative Assistant
Operations
Apply Now
Assist World

Assist World

Assist World provides dedicated virtual assistant services, enabling businesses to streamline their operations and enhance productivity by matching clients with skilled virtual talent tailored to their specific needs.

IT Services
View All Jobs 117

Description

  • Gather, organize, and review client tax documents such as W-2s and 1099s.
  • Import client information into ProConnect tax software.
  • Verify automated entries, identify discrepancies, and manually enter missing information.
  • Maintain accurate client records and track documents throughout active cases.
  • Follow up with clients regarding missing documentation and outstanding information.
  • Support the tax resolution team with administrative and data-entry tasks.
  • Help move cases efficiently through each stage of the resolution process.
  • Communicate professionally and empathetically with clients experiencing financial stress.
  • Learn and apply new systems, processes, and tax-resolution procedures.
  • Progress toward independently assisting with client cases and negotiating IRS payment plans.

Requirements

  • A minimum two-year college degree in any field.
  • Strong attention to detail, accuracy, organization, and data-entry skills.
  • Strong written and verbal communication skills.
  • Comfort working with spreadsheets, databases, and software systems.
  • Ability to manage multiple cases and priorities.
  • Ability to learn new software and processes quickly.
  • Ability to work independently in a relatively unstructured environment.
  • Must be based in the United States or a U.S. territory, including Puerto Rico or Guam.
  • Experience with ProConnect or other tax software preferred.
  • Experience in tax, accounting, financial services, professional services, data entry, document processing, confidential information handling, or customer service preferred.
  • Inquisitive, adaptable, resilient, empathetic, self-motivated, curious, and detail-oriented.
  • Fast learner who accepts feedback constructively and asks questions when needed.

Benefits

  • 100% remote work.
  • $50 birthday bonus.
  • $200 testimonial bonus.
  • No activity tracker.

Interested in this position?

Apply directly on the company website

Apply Now

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