Data Administrative Clerk

@ Tax and Business Services of Oakland

Overview

Tax and Business Services of Oakland is a trusted provider of tax preparation, planning, and small business consulting services. They are seeking a reliable and detail-oriented Remote Data Administrative Clerk to support tax and accounting professionals.

Key Responsibilities

• Input and update client data in cloud-based software.
• Organize and label digital documents like tax forms and correspondences.
• Verify data accuracy from clients and team members.
• Assist with secure file transfers using cloud storage platforms.
• Support preparers by tracking and organizing client documentation.
• Communicate with clients to request missing forms or clarify details.
• Maintain confidentiality and adhere to security standards.
• Prepare electronic client packets and reports for virtual reviews.
• Perform general administrative tasks including scheduling and document formatting.
• Collaborate remotely using tools such as Zoom, Slack, and Trello.

Qualifications

• High school diploma required; associate’s degree preferred.
• 1+ year experience in data entry, administrative support, or document management.
• Strong computer skills and familiarity with remote work tools.
• Experience with tax software is a plus.
• Exceptional attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Must have a secure internet connection and professional remote workspace.

Work Environment & Schedule

This is a 100% remote position with flexible scheduling during Pacific Time core business hours. Overtime or weekend availability may be required during peak tax season.

Compensation & Benefits

Competitive hourly rate based on experience, paid training, remote work flexibility, and professional development opportunities. Potential for recurring seasonal or year-round employment.

Key skills/competency

data entry, remote work, tax software, organization, accuracy, documentation, client communication, cloud storage, scheduling, confidentiality