What are the responsibilities and job description for the Administrative Tax Support Specialist position at Security Finance?
Description
Security Finance is Hiring For Administrative Tax Support Specialist
Company: Security Finance
Location: 171 Security Place, Spartanburg, SC
About Us: At Security Finance, we’ve been a leader in the financial services industry since 1966. We proudly provide easy and safe installment loans and income tax preparation to the communities we serve. Our mission is to be good stewards of our community, helping neighbors in times of needs, and treating customers with the respect they deserve.
Position Overview: As a Tax Support Specialist, you will play a crucial role in providing top-notch support to branch employees and supervisors regarding various tax-related matters. You will assist with tax preparation, compliance, and administrative tasks, ensuring that our branches operate smoothly and efficiently.
Key Responsibilities
We Offer
Note: 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.
Security Finance is an Equal Opportunity Employer
Security Finance is Hiring For Administrative Tax Support Specialist
Company: Security Finance
Location: 171 Security Place, Spartanburg, SC
About Us: At Security Finance, we’ve been a leader in the financial services industry since 1966. We proudly provide easy and safe installment loans and income tax preparation to the communities we serve. Our mission is to be good stewards of our community, helping neighbors in times of needs, and treating customers with the respect they deserve.
Position Overview: As a Tax Support Specialist, you will play a crucial role in providing top-notch support to branch employees and supervisors regarding various tax-related matters. You will assist with tax preparation, compliance, and administrative tasks, ensuring that our branches operate smoothly and efficiently.
Key Responsibilities
- Complete extensive training through classroom, online, and software-based learning
- Provide telephone and email support to branch employees and supervisors on tax laws, tax software, tax forms, and other administrative matters
- Maintain logs of incoming and outgoing calls in the Help Desk program
- Assist branch personnel with completing federal and income state tax returns using Drake Tax Software
- Review and validate tax-related forms and documents, ensuring proper data entry and compliance
- Address and resolve issues related to rejected tax returns
- Communicate with branches regarding unacceptable documents and assist with corrections
- Review and clear returns with large refund amounts and assist with more complex tax items, such as Itemized Deductions, Self-Employment, Capital Gains, and more
- Assist with random bank audits and processing of bank product offering and disbursements
- Support tax prep collections, including RePay, and provide assistance with reviewing tax returns and processing payments
- Aid in tax training for field personnel and assist with live webinars and in training material management
- Ensure prompt and regular attendance
- Ability to work a flexible schedule, including extended hours and Saturdays as needed
- Proficiency in word processing, grammatical rules, and clerical formats
- Strong computer skills, including experience with Word and Excel, and data entry
- Analytical skills with the ability to solve problems quickly and efficiently
- Ability to work in a fast-paced environment while remaining detailed, organized, and courteous
- Customer service experience is essential
- Ability to meet IRS requirements to obtain and maintain a PTIN
- Bookkeeping or math background is a plus
- Bilingual in English/Spanish a plus
We Offer
- Top-of-the-Line Training: We are committed to helping you build a solid foundation and excel in your role
- Excellent Benefits Package: Includes medical insurance (minimal cost to the employee), dental, life insurance, short- and long-term disability, profit sharing, 401(k) with company matching, and paid sick, holiday, and vacation time
- Community Service: We actively contribute to charities, local food banks, educational institutions, and more
- Growth Potential: We foster our employees’ talents and provide pathways for career advancement
Note: 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.
Security Finance is an Equal Opportunity Employer
