Job Description: Document Handler – U.S. Taxation

Role & Responsibilities:

• Manage, organize, and maintain physical and digital tax documents for U.S. individual and business clients.

• Ensure all supporting tax records (W-2s, 1099s, K-1s, 1040s, etc.) are accurately received, categorized, and stored according to IRS compliance standards.

• Verify completeness and accuracy of client documents before tax preparation and filing.

• Assist tax preparers and CPA teams by providing timely access to client documentation and prior-year records.

• Manage secure document transfer through encrypted email, portals, and cloud-based filing systems.

• Ensure strict confidentiality and data protection in accordance with IRS Publication 4557 and firm compliance protocols.

• Track document status for pending, missing, or incomplete client submissions and follow up proactively.

• Support e-filing, amendment, and audit preparation processes by maintaining document version control and retention logs.

• Review signed e-file authorizations (Form 8879) and ensure proper archiving.

• Maintain documentation for ITIN applications, FBAR/FATCA reports, and other international compliance filings.

• Coordinate with internal teams for IRS or state correspondence management and maintain related records.

• Participate in internal audits and process reviews to ensure document accuracy and filing consistency.

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Preferred Candidate Profile:

• Strong understanding of U.S. tax document structures (individual and business filings).

• Experience working in tax preparation, bookkeeping, or accounting environments.

• Proficiency in MS Office Suite and document management tools (Google Drive, OneDrive, or similar).

• Familiarity with tax software (e.g., Drake, TaxSlayer, or ProConnect) preferred.

• High attention to detail, accuracy, and organizational skills.

• Ability to handle confidential financial information with discretion.

• Excellent communication and coordination abilities within a remote or hybrid team environment.

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Role: Tax Document Handler / Administrative Tax Support

Industry Type: Tax Filing / Accounting / Financial Services

Department: Tax Administration & Compliance

Employment Type: Full Time / Contractual

Role Category: Tax Operations Support

Education:

UG: Any Graduate (Preferred background in Accounting, Finance, or Business Administration)

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Key Skills:

Document Management, U.S. Taxation, IRS Compliance, E-filing Support, Tax Documentation, ITIN Application Handling, Client Coordination, Record-Keeping, Data Security, Audit Support