Tax Documentation Production Assistant

TIAA • Redwood City, CA

12d • $24 - $30 • Hybrid

About The Position

The Tax Documentation Production Assistant is a non-employee contingent worker role providing services for TIAA’s family of companies while employed by TIAA’s preferred third-party supplier. The role performs moderately complex business planning, support, and project-related duties and is expected to maintain a high standard of quality and accountability. Work takes place in TIAA Kaspick’s production room, onsite and likely in a hybrid capacity. The engagement is anticipated to last five months, with possible extension based on business needs.

From December through April, the assistant processes large volumes of paper tax documents, prioritizing accuracy, attention to detail, and strict mailing deadlines. The work involves operating envelope-inserting and postage machines and handling high volumes of paper documents. The position is listed as Career Level 2IC, requires no prior experience, and has high school education preferred. Physical requirements are described as sedentary work. The scheduled engagement dates are December 27, 2026, through May 30, 2027. Travel is not required.

Requirements

• No prior work experience is required.
• High school education is preferred.
• Ability to perform sedentary work.
• Comfort operating envelope-inserting and postage machines and handling high volumes of paper documents.

Responsibilities

• Prepare approximately 17,000 Form 1099s over a three-week period beginning in early to mid-January, inserting each document into an envelope with a Privacy Notice and instruction sheet, and complete the work by the last day of January.
• Rework changed 1099s as required and hold all documents until authorized for mailing.
• Operate the postage meter and perform quality-control checks for proper envelope sealing and postage amounts during the two days before January 31.
• Process more than 10,500 Schedule K-1s over an eight-week period beginning in early February, with 85 percent completed by the last day of February; perform detailed quality checks comparing federal and state K-1 data.
• Prepare K-1s for mailing by inserting them into envelopes with a Privacy Notice and instruction sheet, then run envelopes through the postage meter and perform quality-control checks.
• Process approximately 10,750 federal and state tax returns over a six-week period beginning in early March, including detailed quality checks of e-filed and paper-filed returns through multiple data comparisons.
• Verify approximately 2,600 tax returns prepared for mailing to tax agencies and/or clients.
• Package tax returns for mailing.
• Collaborate with team members to meet daily production goals and deadlines.
• Maintain dependable attendance and consistent output during peak processing periods.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED