• Capturing and validating data that at times be more complicated than standard requests • Providing production services to business operations by performing processing tasks such as data entry, document processing, scanning, or similar activities • Receiving documents from both electronic and hard copy form for processing • Processing documents by following internal processes and identifying any gaps in required information • Identifying documents and their purpose to create a database of information • Following up with customers for additional information or documentation as needed • Providing great customer service.

• Input tax documents into tax software (W-2s, 1099s, 1098s, K-1s) • Organize and label client documents within our system • Bookmark and prepare PDFs for tax preparation utilizing SurePrep • Perform basic data validation (e.g. totals match source documents) • Flag missing or inconsistent information for review • Follow standardized checklists and procedures for every return • Upload completed work for review by tax preparers

• Enter data from various sources into our systems accurately and efficiently • Maintain and update databases with new and existing information • Verify data by comparing it to source documents • Organize and maintain files and records • Follow data entry procedures and guidelines to ensure accuracy • Communicate with team members to ensure data is entered correctly and in a timely manner • Handle sensitive and confidential information with integrity and professionalism

• Enter data from various sources into our systems accurately and efficiently • Maintain and update databases with new and existing information • Verify data by comparing it to source documents • Organize and maintain files and records • Follow data entry procedures and guidelines to ensure accuracy • Communicate with team members to ensure data is entered correctly and in a timely manner • Handle sensitive and confidential information with integrity and professionalism