DMS & Tax Data Specialist – Detail‑Driven in Phoenix

Tax & Accounting Office; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical through Blue Cross Blue Shield

Dental, Vision, Life, and Disability保险

401k with match

Paid Holidays

Vacation and sick time

Job summary

Tax & Accounting Office in Phoenix, AZ is seeking a proactive Database Specialist to join our team. This full-time role runs Monday through Friday 8:30 am to 5:00 pm and focuses on maintaining and optimizing our Document Management System (DMS) to improve client document intake and tax workflow.

You will administer DMS tools, support policy development, customize the application to users, participate in QA, and help add clients and maintain files within the practice management system.

Qualifications

• Strong attention to detail, accuracy, and consistency.
• Strong organizational skills and ability to manage multiple tasks.
• Excellent research skills and the ability to drill into details.
• Strong analytical skills and problem-solving ability.
• Proficiency with Microsoft Office Applications.
• Experience with Karbon, Lacerte DMS & SmartVault is a plus.
• Prior experience in a Legal or Accounting Office is a plus.

Responsibilities

• Support the organization in maintaining and monitoring the established DMS to improve receipt of client documentation, reduce paper use, and increase efficiency in the tax preparation process.
• Administer, maximize, and enhance the organization's DMS systems.
• Assist management in day-to-day administration of the DMS and help define, document, and implement DMS policies and procedures.
• Assist in planning, reviewing, and customizing the DMS application to meet users' needs.
• Coordinate and participate in quality assurance with high attention to detail.
• Add new clients to the DMS system, tax program, and practice management application.
• Create and maintain online files and manage job status in the practice management system.

Skills

Attention to detail

Organizational skills

Research skills

Analytical skills

MS Office proficiency

Tools

Karbon

Lacerte DMS

SmartVault

Job description

Tax & Accounting Office in Phoenix, AZ is seeking a proactive Database Specialist to join our team. This full-time role runs Monday through Friday 8:30 am to 5:00 pm and focuses on maintaining and optimizing our Document Management System (DMS) to improve client document intake and tax workflow.

You will administer DMS tools, support policy development, customize the application to users, participate in QA, and help add clients and maintain files within the practice management system.