Tax Documentation Production Assistant

TIAA • Redwood City, CA

11d • Onsite

About The Position

This non-employee contingent worker role provides services for TIAA’s family of companies and is employed by TIAA’s preferred third-party supplier. The position performs moderately complex business planning, support, and project-related duties, with a high standard of quality and accountability. The role is based onsite, likely in a hybrid capacity, at a location listed in the posting. The anticipated engagement is five months and may be extended based on business needs.

The Production Assistant processes high volumes of paper tax documents from December through April in TIAA Kaspick’s production room. The work emphasizes accuracy, attention to detail, and meeting strict mailing deadlines, and requires comfort operating envelope-inserting and postage machines. The role has no experience requirement. High school education is preferred. The engagement is scheduled to run from December 27, 2026, through May 30, 2027. Travel is not required.

Requirements

• No work experience required.
• Comfort operating envelope-inserting and postage machines.
• Ability to handle high volumes of paper documents with accuracy and attention to detail.

Nice To Haves

• High school education is preferred.

Responsibilities

• Prepare approximately 17,000 Forms 1099 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 January 31.
• Rework changed 1099s as required and hold all documents until authorized for mailing.
• Operate the postage meter and perform quality checks for 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 February 28, including detailed comparisons of federal and state K-1 data.
• Prepare K-1s for mailing by inserting them into envelopes with a Privacy Notice and instruction sheet; run the envelopes through the postage meter and perform quality 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