Security Finance · 5 months ago
1040 Tax Customer Support Specialist
Spartanburg, SC
Full-time
Onsite
New Grad, Entry LevelSecurity Finance is a leader in the financial services industry, providing easy and safe installment loans and income tax preparation. The Tax Customer Support Specialist will assist branch employees with tax-related inquiries, support tax preparation processes, and ensure compliance with tax documentation standards.
Financial ServicesPersonal FinanceTax Preparation
Responsibilities
Complete an extensive training program using classroom, online, and software based learning
Provide telephone and e-mail support to branch employees and Supervisor regarding tax law, tax software, tax forms, correct signature and dating of paperwork, bank product paperwork, and other various administrative support
Maintain log of incoming and outgoing calls in the Help Desk program
Assist branch personnel in completing individual federal and state income tax returns using Drake Tax Software
Review forms related to tax preparation scanned in from branches to ensure proper data entry
Assist branch personnel with rejected tax returns
Review various tax return related documents including internal forms, IRS, State, and Bank Product related compliance documents utilizing KOFAX validation and the OnBase and Home Office systems; determine if the forms meet required standards; communicate with branches on unacceptable documents and assist with correction
Review and clear returns containing large refund amounts
Assist in the preparation of, and clearance of, returns with more advanced items, such as: Itemized Deductions, Self-Employment, Capital Gains, Rental or Royalty Income, Farm Income, and other specialized items
Assist with random bank audits
Assist with processing of various bank product offerings and disbursements (debit cards, check printing)
Assist with Tax prep collections – including RePay
“Dial-in” to branches to provide assistance with: reviewing tax returns, printing return paperwork, processing RePay payments and PTIN applications/renewals
Assist with tax training for field personnel to include: reviewing training materials, coordinating the printing and shipping of training materials, assist in live webinars and monitor the Learn Center
Assist 1040 Tax Processing Supervisors as needed and help seasonal, temporary staff with common questions
Conduct random internal audits including specific return types, various paperwork and IRS Due Diligence Requirements
Special projects as requested
Prompt and regular attendance is required
Qualification
Required
Ability to work a flexible schedule and extended hours, including Saturdays as needed
Knowledge of word processing, grammatical rules, and clerical formats
Computer literate (Word and Excel) with data entry experience
Analytical with the ability to solve problems quickly
Ability to work in a high-paced environment and remain detailed, organized and courteous
Customer service experience
Meet IRS requirements to obtain and maintain a PTIN
Preferred
Bookkeeping/math background a plus
English/Spanish bilingual a plus
Benefits
Medical insurance (minimal cost to the employee)
Dental
Life insurance
Short-and long-term disability
Profit sharing
401k with company matching
Paid sick, holiday, and vacation time
Company
Security Finance
Security Finance is a financial service firm that offers loans and tax preparation services.
Founded in 1955
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Vic Barr
Chief Operating Officer at Security Finance
Recent News
2025-11-08
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