RPO Individual Tax - Data Entry

• Process Individual and Fiduciary tax returns in ITS.

• Independently research and analyze returns that have suspended for review.

• Review customer returns, schedules, cases, and related documentation to make accurate determinations.

• Post determinations and adjustments to customer accounts while ensuring accuracy and adherence to established procedures.

• Notify customers of adjustments via written correspondence or electronic communication.

• Conduct extensive research related to deductions, credits, and payments.

• Generate billings and/or refunds based on findings and analysis.

• Assist customers through email and INTIME messages.

• Provide technical and procedural guidance to taxpayers, attorneys, CPAs, and personal representatives.

• Maintain a high level of accuracy in data entry and research tasks.

• High School diploma or GED

• Strong attention to detail and analytical thinking skills.

• Ability to work independently and manage time effectively.

• Proficiency with computer-based systems; comfort with extensive screen time.

• Strong communication skills, both written and electronic.

• Ability to interpret tax-related information (training provided).

Physical Requirements:

• Job frequently requires sitting, handling objects with hands.
• Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 25 pounds.
• Knowledge Services is committed to working with and providing reasonable accommodations to individuals with disabilities.  If you need a reasonable accommodation for any part of the application or hiring process, please contact TalentHR@knowledgeservices.com.

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