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Data Input/Verification Specialist

Feinstein Tax and Accounting
North Fort Myers, FL Full Time
POSTED ON 1/12/2025
AVAILABLE BEFORE 3/8/2025
Job Description

At Feinstein Tax & Accounting, we are looking to add a new Team member that will help streamline client intake and other office tasks. We believe that it takes a great team to make an office operate and flow in a successful manner. We are here to help each other complete the task at hand in the most effective and efficient way.

This position includes, but is not limited to the tasks listed below:

  • Client information intake
  • Building files with forms and documents
  • Scanning & Uploading
  • Filing
  • Tax client list maintenance
  • Data input
  • Tax preparation billing
  • Payroll data input

Company Description

At Feinstein Tax & Accounting, we stand out from the crowd, and here's why: we're a family-owned business. We believe in the power of forging lasting relationships with our clients because we understand the vital importance of having a trustworthy tax and accounting firm by your side.

Our journey began in 1988, and since then, we've been dedicated to helping our clients navigate the complexities of tax matters. At Feinstein Tax, we don't just provide services; we create partnerships. Here at Feinstein Tax & Accounting, we see our associates as a collaborative team where your success is our success.

We cater to businesses of all sizes, from small home-based enterprises to expansive corporate entities. Beyond offering year-round bookkeeping services, we specialize in preparing a wide spectrum of tax returns, including those for individuals, corporations, partnerships, non-profits, and trusts, along with all state income tax returns.

At Feinstein Tax & Accounting, our legacy of trust and excellence spans decades. We invite you to experience the difference of working with a family-owned firm that's not just in the business of numbers but in the business of building lasting relationships based on trust, integrity, and expertise.

At Feinstein Tax & Accounting, we stand out from the crowd, and here's why: we're a family-owned business. We believe in the power of forging lasting relationships with our clients because we understand the vital importance of having a trustworthy tax and accounting firm by your side. Our journey began in 1988, and since then, we've been dedicated to helping our clients navigate the complexities of tax matters. At Feinstein Tax, we don't just provide services; we create partnerships. Here at Feinstein Tax & Accounting, we see our associates as a collaborative team where your success is our success. We cater to businesses of all sizes, from small home-based enterprises to expansive corporate entities. Beyond offering year-round bookkeeping services, we specialize in preparing a wide spectrum of tax returns, including those for individuals, corporations, partnerships, non-profits, and trusts, along with all state income tax returns. At Feinstein Tax & Accounting, our legacy of trust and excellence spans decades. We invite you to experience the difference of working with a family-owned firm that's not just in the business of numbers but in the business of building lasting relationships based on trust, integrity, and expertise.

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