Tax Form Data Specialist - Temp

Canopy•South Jordan, UT

7d•Remote

About The Position

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. Firms use Canopy’s Tax Resolution product to save time and money, by helping them manage and resolve their clients' tax issues with the IRS and state revenue agencies. Filling out pages of forms is a tedious task that Canopy makes a breeze. Canopy takes the client information and fills out the required forms automatically. This role will ensure the forms contain accurate content and are populating correctly.

Requirements

Motivated and passionate problem solver who can communicate effectively
Ability to learn quickly and work with minimal supervision
Strong reading comprehension skills (you’ll regularly be reviewing government forms and their associated instructions)
Very strong organizational skills and attention to detail. You’re someone who spots things that others might not notice.

Nice To Haves

Proficient with using Adobe Acrobat to prepare and edit PDF forms
Basic understanding of Microsoft Excel logic
Post-secondary education in any of the following areas: accounting, finance, tax, legal, history, languages, or philosophy
Familiarity with AI and ability to automate tasks

Responsibilities

Track and document changes to tax forms and other official guidance
Prioritize, research, and respond to customer reported bugs and feedback
Using internal systems and processes, improve and maintain our tax products to reflect accurate and compliant content
Review the work of fellow team members
Work closely with Product and Engineering to provide an excellent user experience