Tax Processor- Temp

CORE RESPONSIBILITIES AND TASKS

Assembles, compiles, and scans company information as it pertains to tax returns, acquisition information and partnership documentation.

• Gather, enter, and digitize existing physical documents.
• Assist with W-9 requests and processing Tax Department mail.
• Create reports out of company software.
• Organize tax files and documents.
• File any new information/material from meetings.
• Scan copies of tax returns before they are filed with various taxing jurisdictions.
• Scan business license into OnBase.
• Scan Property Tax bills, assessments and valuations into OnBase or similar document storage programs.
• Organize Personal Property Tax Returns.

Because this role involves access to confidential financial information, the Company has determined that a review of criminal history is necessary to protect the business and its operations and reputation and to provide similar protections for its clients and potential investments.

POSITION REQUIREMENTS

FORMAL EDUCATION:

Required:

• High School Diploma or GED

KNOWLEDGE & EXPERIENCE:

Required:

• Experience emailing and the ability to generate PDFs using a copy machine
• Experience supporting a busy, high-volume environment

Preferred:

• Any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.
• Experience preparing and organizing exhibits
• Experience supporting complex finance, property tax or licensing transactions.

TECHNICAL/SKILL REQUIREMENTS:

Required:

• Exposure to administrative management systems such as billing system, travel system, expense reporting system
• Windows, MS Word, WordPerfect, Power Point, Outlook, and Excel

Preferred:

• Experience with dictation transcription
  
  
  
  • Experience with Summation software