Customer Service / Data Entry Specialist

We are seeking a motivated and detail-oriented Customer Service &Data Entry Tax Support Specialist to join our team. This position supports both front-office client services and back-office tax data operations. You will play a key role in managing client communications, supporting document submissions, processing invoices and payments, and accurately entering tax information into our systems. The ideal candidate thrives in a fast-paced environment, excels at multitasking, and is committed to delivering excellent client service while maintaining strong accuracy in administrative and tax-related tasks.

• We are seeking a motivated Customer Service/ Data Entry Specialist
• Location: San Dimas, CA |Pay rate: $25/hr| Schedule: 4pm–12am

Responsibilities:

• Provide excellent customer service by answering phones, responding to emails, greeting clients, and supporting general front-office communication.
• Guide clients through uploading documents in TaxDome and follow up on missing information or outstanding items.
• Accurately enter and verify client tax data and support documents using UltraTax software.
• Upload, organize, and track client files in TaxDome while maintaining accuracy and data security.
• Schedule, manage, and adjust client appointments using DaySmart scheduling software.
• Prepare and send invoices, process payments, and upload receipts, ensuring accurate financial recordkeeping.
• Identify and flag missing, inconsistent, or incomplete client information and communicate updates to the team.
• Support general administrative tasks and assist with workflow coordination to ensure smooth daily and tax-season operations.

Qualifications:

• Strong communication and interpersonal skills.
• Excellent organizational skills with the ability to multitask in a fast-paced environment.
• Proficiency with email communication and online platforms.
• Experience with TaxDome, UltraTax, and/or DaySmart is highly desirable (training provided).
• Basic understanding of invoicing and payment processing.
• Strong attention to detail and accuracy in data entry.
• Ability to manage time effectively and meet deadlines.
• Basic understanding of common tax forms (W-2, 1099, Schedule C).
• Previous experience in customer service, tax data entry, or administrative support preferred.
• Comfort with cloud-based systems and digital document management is a plus.

Hiring Requirements:

• Valid identification that proves your right to work in the United States
• As a condition of employment, you may be required to pass a drug screen and background check.

Apply today and start earning fast!
Visit: MyExactJobs.com or call our Bakersfield, CA team at

Compensation

$25 - $25