Tax Documentation Specialist

Full-time

Tax Documentation Specialists

from

$700

per

month.

How much can you save with Kuubiik?

We’ve had the privilege of supporting a multitude of clients in their quest for exceptional staff across a vast expanse of over 150 countries.

Average US Salary 🇺🇸

$4,619

/month

Outsourcing Cost

With Kuubiik

$700

/month

Potential savings

With Kuubiik

Up to

70%

What does a

do?

Tax Documentation Specialists are experts in the meticulous management of tax-related records, ensuring compliance and organization.

Document Collection.

Review and gather all required tax-related documents from clients.
Ensure the accuracy and completeness of collected documents.
Organize and maintain an efficient document management system for easy retrieval and reference.

Data Entry.

Accurate and efficient data entry of tax-related information into digital systems.
Verification of documents and tax forms for completeness and accuracy.
Maintaining organized records and ensuring compliance with data security and privacy regulations.

Record Maintenance.

Organize and update tax documents and records for accuracy and compliance.
Ensure proper filing and retention of tax-related paperwork, including invoices, receipts, and financial statements.
Create and maintain digital and physical filing systems for easy retrieval and reference during audits or inquiries.

Tax Form Preparation.

Review and organize financial documents and records for tax compliance.
Prepare and complete various tax forms, including income tax returns and related schedules.
Ensure accuracy and compliance with tax laws and regulations while meeting deadlines.

Document Verification.

Review and authenticate tax-related documents, such as W-2s, 1099s, and financial statements.
Ensure the accuracy and completeness of taxpayer information and supporting documentation.
Verify compliance with tax regulations and internal policies to prevent errors and legal issues.

Tax Compliance Tracking.

Review and update tax documentation to ensure accuracy and completeness.
Maintain a comprehensive database of tax records and deadlines.
Monitor changes in tax regulations and compliance requirements to keep documentation up-to-date.

Client Communication.

Conducting regular meetings and consultations with clients to gather necessary tax-related information and documentation.
Providing clear and concise explanations of tax processes, requirements, and potential deductions to clients, ensuring they understand their tax obligations.
Responding promptly to client inquiries, addressing concerns, and maintaining a professional and helpful demeanor in all communications.

Record Revival.

Review and retrieve archived tax records for clients.
Ensure the accuracy and completeness of revived records.
Organize and update documentation to comply with current tax regulations.

Reporting.

Prepare and submit accurate and timely tax reports to regulatory authorities.
Generate comprehensive financial statements and documentation for tax audits.
Collaborate with internal teams to compile data and ensure compliance with tax reporting requirements.

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