We are an established and growing practice with offices in the Bay Area of California. We provide exceptional tax preparation, accounting, and advisory services to a diverse client base. Our team combines deep accounting expertise with proprietary technology that allows our professionals to focus on important decisions, client relationships, and ensuring timely and accurate outcomes.

We are seeking a detail-oriented Document Specialist who values precision, client service, and continuous improvement.

What You'll Do

• Triage and sort client documents (physical and digital) by type and manage them through our intake pipeline
• Review documents for accuracy, completeness, and compliance with privacy standards
• Scan documents into our systems so preparers can actually work with them
• Reach out to clients professionally when documents are missing or incomplete
• Conduct drawer audits and manage source document logistics
• Support Client Advocates with tax package assembly

What We Need

• 3+ years in a fast-paced office environment OR 1-2 years in accounting/tax (including peak season)
• High school diploma minimum (accounting/business degree is a plus)
• Strong Microsoft Office skills and experience with CRM platforms (Salesforce/HubSpot preferred)
• Accounting/tax software experience (CCH, QuickBooks, Xero) is a bonus
• Ability to handle confidential information professionally
• Excellent attention to detail and organization; strong communication skills

The Details

• $26-30/hour (California)
• 40 hrs/week during tax season; 30-35 hrs/week off-season
• Office-based (hybrid possible during off-season)
• Health/dental/vision, 401(k) match

If you thrive in fast-paced environments and take pride in precision work, let's talk.