Tax Support Specialist - Training, Returns & Help Desk

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

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.