Tax Support

Security Finance; Spartanburg (SC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Employee assistance program

Extensive training and development

Job summary

Security Finance is seeking a Tax Support specialist for its Corporate Office to assist branch employees with tax law, forms, and related administrative duties. The role involves extensive training, data entry, and collaboration with supervisors to ensure accurate returns.

Responsibilities include assisting with federal and state returns, reviewing documents for compliance, handling calls and emails, and supporting tax training for field personnel. English/Spanish bilingual skills are a plus.

Qualifications

• Ability to work a flexible schedule including extended hours during tax season.
• Proficient with Word and Excel; data entry experience.
• Meet IRS requirements to obtain and maintain a PTIN; background check will be conducted.

Responsibilities

• Complete extensive training using software and online learning.
• Provide telephone and email support to branches regarding tax laws, forms, and paperwork.
• Maintain logs of calls in Help Desk program.
• Assist branches with preparing individual federal and state tax returns using Drake Tax Software.
• Review scanned tax forms for data entry accuracy and compliance.
• Assist with rejected tax returns and complex returns (itemized deductions, self-employment, capital gains).
• Review tax documents for compliance using KOFAX, OnBase, and Home Office systems; communicate issues to branches.
• Support processing of bank products and RePay collections; assist PTIN applications/renewals.

Skills

Customer service

Call center experience

Bilingual English/Spanish

Job description

Tax Support

Full-Time | Corporate Office | 1040 Tax Services

Description

Full-Time | Corporate Office | 1040 Tax Services

About Security Finance

Security Finance is a long-standing, stable leader in the consumer finance industry, serving customers across the United States for more than 60 years. We are committed to delivering exceptional service, investing in our communities, and helping our customers build stronger financial futures. If you’re looking for a career with a company known for stability, growth, and promoting from within, this could be the perfect opportunity.

What You’ll Do

• Complete an extensive training program using software and online based learning
• Provide telephone and email support to branch employees and Supervisors regarding tax law, tax software, tax forms, correct signature and dating of paperwork, bank product paperwork, and other various administrative duties
• Maintain logs of incoming and outgoing calls in Help Desk program
• Assist branch personnel in completing individual federal and state income tax returns using Drake Tax Software
• Review forms related to tax preparation scanned in from branches to ensure proper data entry
• Assist branch personnel with rejected tax returns
• Review various tax return related documents including internal forms, IR, State, and Bank Product related compliance documents using KOFAX validation and OnBase and Home Office systems; determine if the forms meet required standards; communicate with branches on unacceptable documents and assist with correction
• Review and clear returns containing large refund amounts
• Assist in the preparation of, and clearance of, returns with more advanced items such as: itemized deductions, self-employment, capital gains, rental, or royalty income, farm income, and other specialized items
• Assist with random bank audits
• Assist with processing of various bank product offerings and disbursements (debit cards, check printing)
• Assist with Tax prep collections – including RePay
• Dial-in to branches to provide assistance with reviewing returns, printing return paperwork, processing payments and PTIN applications/renewals
• Assist with tax training for field personnel to include reviewing training materials, coordinating the printing and shipping of training materials, assist in live webinars and monitor the Learn Center
• Assist 1040 Tax Processing Supervisors as needed and to help seasonal staff with common questions
• Conduct random internal audits to include specific return types, various paperwork, and IRS due diligence requirements
• Special projects as needed
• Prompt and regular attendance requires

Schedule & Tax Season Requirements

This position follows a regular Monday-Friday schedule of 9:00 AM to 6:00 PM (May through December). During the annual tax season (December through April), extended hours are required. You must be available between 9:00 a.m. and 9:00 p.m. as business needs dictate, and Saturday work (two per month) is required during this period.

What You Need To Succeed

• Ability to work a flexible schedule and extended hours, to include Saturdays as needed
• Knowledge of work processing, grammatical rules, and clerical formats
• Computer literate (Word and Excel) with data entry experience
• Analytical with the ability to solve problems quickly
• Ability to work in a high-paced environment and remain detailed, organized, and courteous
• Customer server experience in a call center environment
• Meet IRS requirements to obtain and maintain a PTIN
• Bookkeeping/math background a plus
• English/Spanish bilingual skills a plus
• 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.

Why You’ll Love Working with Us

Security Finance offers a workplace built on stability, respect, and long-term opportunity. Many of our leaders grew their careers here, and we take pride in investing in our employees through training, development, and internal mobility.

• Long-term career growth
• Hands-on leadership
• Strong community presence
• High standards of customer care
• A supportive team environment

Benefits

• Medical, dental, vision, and life insurance
• Paid time off and paid holidays
• 401(k) with company match
• Employee assistance program
• Extensive training and professional development
• Opportunities for advancement throughout the company

If you’re looking for a career with a company that values stability, professional growth, and a culture of support, we’d love to speak with you.