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Seasonal Document Specialist
Achieve financial clarity and grow your business with AI-powered accounting insights that simplify complex data for small business owners and accountants.
Benefits:
Hybrid possible during off-season
Education Requirements:
High school diploma minimum
Accounting or business degree is a plus
Experience Requirements:
3+ years in a fast-paced office environment
1-2 years in accounting or tax including peak season
Other Requirements:
Strong Microsoft Office skills
Experience with CRM platforms such as Salesforce or HubSpot
Accounting or tax software experience (CCH, QuickBooks, Xero)
Ability to handle confidential information professionally
Excellent attention to detail and strong communication skills
Responsibilities:
Triage and sort client documents by type
Review documents for accuracy and compliance
Scan documents into systems for preparers
Professional outreach to clients for missing documents
Manage source document logistics
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