Tax Support

Description

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

You could be a great addition as Tax Support, if you have :

We offer :

Come Begin Your Story! Apply today!

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.