Tax Processing Associate

Description

• Assist with developing training for field operations and seasonal support team:
• Coordinate with tax processing supervisors and LMS administrator to develop/update multiple types of training, including but not limited to; online, webinar and classroom training
• Assist in creating training materials, such as, training books and online reference manuals
• Assist Director with:
• Tax Bonus and Tax Incentive Programs
• ECS (KOFAX and ONBASE) workflows
• Vendor Management – review/evaluate current vendors and evaluate alternative vendors
• Revenue Reconciliation
• Amendment, IRS Letters (1040 Protect) Processing
• IRS e-Services (EFIN Maintenance)
• Coordinate with the Compliance Processing Team during regular season to process paperwork on accepted returns
• Assist with obtaining, renewing, and the maintenance of required IRS/State credentials related to tax preparation
• Maintain, review, and track Qualifying Questionnnaires used to determine employees’ eligibility for PTIN status
• Maintain the RIS Continuing Education for all PTIN holders – Reporting with IRS CE Office
• Obtain/renew PTINs for all eligible employees including maintenance of PTIN Welcome Letters and coordinating with LMS administrator to update Learning Center and ULTIPRO (through OnBase)
• Monitor Help Desk phone logs to ensure that accurate records are being kept
• Provide reports to field supervisors as needed related to tax training, PTINs, compliance, and other items as needed
• Provide support to Tax Processing Supervisor as needed to assist seasonal support team members with question, including researching issues
• Manage Random Audits in the field
• Special projects as requested
• Prompt and regular attendance is required

• Ability to work a flexible schedule and extended hours, including Saturdays as needed
• Prior income tax preparation experience preferred
• Working knowledge of Individual Income Tax Law
• Advanced proficiency in MS Word, Excel, and PowerPoint
• Verbal and written customer service and communication skills
• Detail oriented
• Comfortable presenting/training to In-Person and Online audience
• Travel could be required from September to November for regional trainings
• Meet IRS requirements to obtain and maintain a PTIN and participate in e-Services as a “responsible official” as defined by the IRS

• TOP-of-the-line training - We are committed to helping you build a solid foundation and do your job to the best of your abilities.
• An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
• Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions, and more.
• Growth Potential – We believe in fostering our employees’ talents and providing a pathway for their individual career story.
• We are a leader in the financial services industry since 1955, and proudly provide easy and safe installment loans and income tax preparation to the communities where we operate. Thanks to our conveniently located branches, we are honored to provide personal service from people our customers know they can trust. At Security Finance, it is about being good stewards of our community, helping neighbors in times of need, and treating customers with the respect they deserve.