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Documents Specialist at Optima Tax Relief · Santa Ana, CA · Joined
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Documents Specialist

Optima Tax Relief · Santa Ana, CA · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
$18/hrListed
Workplace
On-site
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper

About the role

Handle and organize client files and IRS notices, ensuring accurate and timely electronic processing in a fast-paced environment.

What you’ll do

  • Ensure client files and documents are correctly placed and organized
  • Process uploaded client files electronically
  • Scan IRS notices accurately
  • Maintain timely and accurate document processing

What you’ll need

  • High school diploma or equivalent
  • Excellent organizational, time-management, written, and communication skills
  • History of exceeding goals in a fast-paced environment
  • Meticulous attention to detail and accountability
  • Proficient with office equipment, Microsoft Office, and Outlook
  • Self-starter with strong multi-tasking ability and team-player mindset

Original job description

Optima Tax Relief is hiring a Documents Specialist to ensure client files and documents are correctly placed, organized, and processed electronically. The role includes handling uploaded client files and scanning IRS notices, with a focus on accuracy and timely document processing.High school diploma or equivalent education requiredA positive mindset…

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