We are seeking a motivated Data Entry Tax Team Member (Data Entry Specialist)

Location: Valencia, CA |Pay rate: $25/hr| Schedule: Shifts may very (AM: 8am–4pm | PM: 4pm–Close)

As a data entry team member for our virtual tax returns you will play an essential role in preparing client files for review by licensed tax professionals. You will enter and verify client tax info using Ultra Tax software, managing client communications and document flow in Tax Dome, and assist with Day smart appointment scheduling.

Key responsibilities:

• Accurately enter tax data and supporting documents into UltraTax software.
• Upload, organize, and track client files in Tax Dome.
• Schedule and manage client appointments using Day Smart.
• Provide excellent customer service in person and over the phone, addressing client inquiries, scheduling needs, and basic tax-related questions.
• Greet clients, answer phones, and assist with general front-office communication.
• Maintain clear and timely communication with team members and supervisors.
• Verify data accuracy and flag any missing or inconsistent information.
• Follow established workflow and privacy security protocols.
• Support general administrative task to ensure smooth tax season operations.

Qualifications:

• Prior work experience in tax data entry, customer service, or administrative support preferred.
• Working knowledge of Ultra Tax and/or Tax Dome is highly desirable.
• Basic familiarity with Day smart (training provided), Strong customer service skills, including professional etiquette and in-person client interaction.
• Strong customer service skills, including professional phone etiquette and in-person client interaction.
• Strong attention to detail and communication skills
• Ability to manage time effectively and meet deadlines in a fast-paced environment .
• Understanding of basic tax forms (e.g., W-2, 1099, Schedule C).
• Strong multitasking abilities. Comfort with cloud-based systems and digital document management is a plus.

Benefits Available:

• Medical, Dental, Vision, and Prescription Insurance
• $0 copay for unlimited Teladoc virtual visits
• Employee Assistance Program (medical, financial, or legal support)
• Coverage available for spouse, domestic partner, and children
• Pet insurance available
• Resources for parents with children of developmental disabilities.

Hiring Requirements:

• Valid identification that proves your right to work in the United States
• As a condition of employment, you may be required to pass a drug screen and background check.

EXACT STAFF is an E-Verify employer. All offers of employment are conditioned upon presenting identification proving identity and the legal right to work in the U.S. Exact Staff is an equal opportunity employer. We are dedicated to ensuring that all decisions regarding terms, conditions and privileges of employment are in accordance with our principles of equal opportunity. We will not discriminate against employees or applicants on the basis of race, color, national origin, ancestry, religious creed or religious beliefs, age, sex, marital status, medical condition, pregnancy, childbirth or related medical condition, sexual orientation, gender identity or expression, physical disability, mental disability, citizenship, military status, protected genetic characteristics, or any other characteristic protected by state or federal law or local ordinance. We comply with the ADA and applicable state and local laws and consider reasonable accommodation measures that may be necessary for eligible applicants to perform essential functions of the job. Hire may be subject to passing a medical examination, skill and agility tests. LOS ANGELES APPLICANTS: Exact Staff will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of Article 9 to Chapter XVIII of the Los Angeles Municipal Code