Position Overview As a Data Entry Team Member – Virtual Tax Returns, you will play a critical role in preparing client files for review by licensed tax professionals. This position supports tax season operations by accurately entering and verifying tax data, managing client documents, and assisting with appointment scheduling and client communications. Accuracy, organization, and professionalism are essential to success in this role.

Key Responsibilities:   

• Accurately enter and verify client tax data and supporting documents using UltraTax software
• Upload, organize, and track client files within TaxDome
• Schedule and manage client appointments using DaySmart
• Provide professional customer service in person and over the phone Address client inquiries, scheduling needs, and basic tax-related questions
• Greet clients, answer phones, and assist with front-office communications
• Maintain clear and timely communication with team members and supervisors
• Review data for accuracy and flag missing or inconsistent information
• Follow established workflows, confidentiality, and data security protocols Assist with general administrative duties to support smooth tax season operations

Required Qualifications:

• Prior experience in tax data entry, administrative support, or customer service preferred
• Working knowledge of UltraTax and/or TaxDome strongly preferred
• Basic familiarity with DaySmart (training provided)
• Strong customer service skills, including professional phone and in-person interaction High attention to detail and commitment to accuracy
• Excellent verbal and written communication skills
• Ability to manage time effectively and meet deadlines in a fast-paced, seasonal environment Basic
• Understanding of tax documents such as W-2, 1099, and Schedule C
• Strong organizational and multitasking skills
• Comfortable working with cloud-based systems and digital document management

Benefits

• 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