Seasonal Tax Support Specialist

4 weeks ago


Spartanburg, South Carolina, United States Loop Recruiting Full time
Job Description

Our client is seeking a Seasonal Tax Support Specialist to provide phone support to branch staff and Supervisors on tax laws, software, forms, and administrative tasks.

  • Key Responsibilities:
  • Complete comprehensive training program using classroom, online, and software-based methods.
  • Provide support on tax laws, software, forms, and administrative tasks.
  • Maintain call logs in the Help Desk program.
  • Aid branch personnel in preparing federal and state tax returns.
  • Review scanned tax preparation forms from branches for accurate data entry.
  • Assist with rejected tax returns.
  • Review and validate various tax-related documents using KOFAX, OnBase, and Home Office systems, ensuring compliance with standards.
  • Support bank audits and internal random audits, including specific return types and IRS Due Diligence Requirements.
  • Help process bank products and disbursements (debit cards, check printing).
  • Assist with tax prep collections.
  • Contribute to special projects as assigned.
  • Regular and punctual attendance is expected.


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