What are the responsibilities and job description for the 1040 Tax Customer Support Specialist position at Security Finance?
Description
As Tax Support, you will:
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
As Tax Support, you will:
- Complete an extensive training program using classroom, online, and software based learning
- Provide telephone and e-mail support to branch employees and Supervisor regarding tax law, tax software, tax forms, correct signature and dating of paperwork, bank product paperwork, and other various administrative support
- Maintain log of incoming and outgoing calls in the Help Desk program
- Assist branch personnel in completing individual federal and state income tax returns using Drake Tax Software
- Review forms related to tax preparation scanned in from branches to ensure proper data entry
- Assist branch personnel with rejected tax returns
- Review various tax return related documents including internal forms, IRS, State, and Bank Product related compliance documents utilizing KOFAX validation and the OnBase and Home Office systems; determine if the forms meet required standards; communicate with branches on unacceptable documents and assist with correction
- Review and clear returns containing large refund amounts
- Assist in the preparation of, and clearance of, returns with more advanced items, such as: Itemized Deductions, Self-Employment, Capital Gains, Rental or Royalty Income, Farm Income, and other specialized items
- Assist with random bank audits
- Assist with processing of various bank product offerings and disbursements (debit cards, check printing)
- Assist with Tax prep collections – including RePay
- “Dial-in” to branches to provide assistance with: reviewing tax returns, printing return paperwork, processing RePay payments and PTIN applications/renewals
- Assist with tax training for field personnel to include: reviewing training materials, coordinating the printing and shipping of training materials, assist in live webinars and monitor the Learn Center
- Assist 1040 Tax Processing Supervisors as needed and help seasonal, temporary staff with common questions
- Conduct random internal audits including specific return types, various paperwork and IRS Due Diligence Requirements
- Special projects as requested
- Prompt and regular attendance is required
- Ability to work a flexible schedule and extended hours, including Saturdays as needed
- Knowledge of word processing, grammatical rules, and clerical formats
- Computer literate (Word and Excel) with data entry experience
- Analytical with the ability to solve problems quickly
- Ability to work in a high-paced environment and remain detailed, organized and courteous
- Customer service experience
- Meet IRS requirements to obtain and maintain a PTIN
- Bookkeeping/math background a plus
- English/Spanish bilingual a plus
- TOP-of-the-line training - We are committed to helping you build a solid foundation and do your job to the best of your abilities.
- An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
- Community Service -As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions, and more.
- Growth Potential – We believe in fostering our employees’ talents and providing a pathway for their individual career story.
- We are a leader in the financial services industry since 1955, and proudly provide easy and safe installment loans and income tax preparation to the communities where we operate. Thanks to our conveniently located branches, we are honored to provide personal service from people our customers know they can trust. At Security Finance, it is about being good stewards of our community, helping neighbors in times of need, and treating customers with the respect they deserve.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.