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Pasig City

    Finance Data Entry Specialist - Philippines, Pasig City, Pilipinas - MicroSourcing

    MicroSourcing
    MicroSourcing Philippines, Pasig City, Pilipinas

    5 araw ang nakalipas

    Default job background
    Buong oras Teknolohiya/Internet
    Paglalarawan
    Work Type: Full-time
    Set-up: Onsite
    Schedule: Night Shift
    Location: Mall of Asia, Pasay City

    Role Overview:
    The Data Entry Specialist/Intake Coordinator will perform a range of data entry duties that include but are not limited to the following: data entry, reviewing clientele demographics and IRS transcripts, and assisting in reviewing and entering client's documents into the tax software system to support the tax preparation team.

    An Finance Data Entry Specialist is expected to do:
    • Prepare and go over tax organizers to gather information for the purpose of filing 1040 individual tax
      returns, business tax returns, amended tax returns, and state tax returns for past or current years. 4
    • Assist Tax Preparers with reviewing IRS Transcripts to confirm all income has been entered into tax
      software.
    • Review client documents and ensure all documents necessary received, or requested, and are properly
      entered in the client's case file (W2's, 1099s, expenses, etc.).
    • Collaborate regularly with various teams to deliver the best possible outcome on tax returns prepared.
    • Assist Tax Preparers by entering data contained from client documents into the Tax Software program.
    • Review tax returns to ensure no signatures are missing to process a tax return to the IRS/State entities.
    • Performs other related duties as assigned by management.
    What it takes to be part of our team:
    • Experience in working for the financial industry
    • Experience in working for the tax industry (Not Required)
    • Strong Multitasker
    • Excellent Organizational, Time-management, Written, and Communication Skills
    • Meticulous Attention to Detail and High Sense of Accountability
    • Self-starter, industrious, and motivated
    • Proficient Computer skills - Microsoft Office, E-mail, G-suite
    • Ability to remain focused and Productive in a Fast-Paced Environment
    • Strong Work Ethic and Commitment to Excellence
    Core Competencies
    • Analytical Thinking - Applies logic to solve problems and get the job done
    • Conflict Resolution - Works to resolve differences and maintain work relationships
    • Creative Thinking - Looks outside the box, develops new strategies
    • Evaluation Skills - Evaluates according to accepted methodologies
    • Excellent Communication - Uses language effectively to gather information and facilitate an exchange of ideas
    • Flexibility - Adapts to changes while remaining focused on goals, applies knowledge to new circumstances
    • Initiative - Remains proactive when suggesting improvements and solving problems
    • Interpersonal Relations - Exhibits respect and understanding of others to maintain professional relationships
    • Problem Solving - Solves problems while ensuring rules and directives are followed
    • Results Driven - Achieves goals in a timely manner while providing excellent client service
    • Writing Skills - Possesses excellent writing and grammar skills, including the ability to write concisely, clearly, and logically
    • Decision-Making - Minimal level decision-making ability, except as directed and authorized
    • Communication Skills - Ability to read and interpret documents such as process and/or procedure manuals, safety rules, operating and maintenance instructions. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.
    Whatu0027s in it for you
    • Competitive Total Rewards (Compensation, HMO, Group Life Insurance, and Performance bonuses)
    • A very collaborative work culture
    Find a balance between work and life that fits you. Do what you do best with MicroSourcing

    For more information, visit

    .Terms & Conditions apply
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