Document Processor Jobs

About The Position

Requirements

• High school graduation or equivalent.
• At least two years of administrative experience.
• Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook, and ability to learn other software programs quickly.
• Strong verbal and written communication skills.
• Strong organizational skills and ability to multitask.
• Attention to detail and commitment to consistently accurate work.
• Ability to handle confidential client information with discretion.
• Positive, friendly, service-oriented approach.
• Independent problem-solving skills and ability to work collaboratively across multiple teams.

Nice To Haves

• Prior experience working in a CPA firm.

Responsibilities

• Review and organize client-provided tax documents to determine their relevance to tax return preparation.
• Prepare documents for scanning by arranging them in the correct order and removing staples or other obstructions.
• Scan tax documents according to established batch or bookmark guidelines, including instructions on the Scan Instructions form.
• Review scanned documents and rescan pages that are unclear, missing, or improperly scanned.
• Insert scanned documents into the document management system.
• Assemble completed tax returns for client delivery by printing, collating, and binding returns and supporting documents.
• Prepare signature pages, e-file authorization forms, filing instructions, and cover letters according to firm guidelines.
• Review assembled packages for accuracy and completeness before delivery.
• Prepare returns for client pickup, mailing, or upload to the client portal.
• Update tax jobs in the practice management system as scanning and assembly steps are completed, ensuring the next steps are initiated.
• Assist administrative staff with various duties.
• Perform other duties as assigned.

Benefits

• Health insurance, with options for fully paid employee-only coverage.
• Dental insurance, with options for fully paid employee-only coverage.
• Vision insurance.
• Company-paid life insurance.
• Company-paid long-term and short-term disability insurance.
• Ancillary benefits, including supplemental life insurance, critical illness insurance, and accident insurance.
• Classic Safe Harbor 401(k) plan with employer contributions.
• Professional growth, learning, and development opportunities, including access to Becker and LinkedIn Learning.