Tax and Business Services of Oakland · 3 months ago
Data Administrative Clerk at Tax and Business Services of Oakland
United States
Full-time
Remote
Entry Level
$23.65/hr - $32.56/hr
1+ years expTax and Business Services of Oakland is a locally trusted provider of professional tax preparation, planning, and small business consulting services. They are seeking a reliable and detail-oriented Remote Data Administrative Clerk to support their tax and accounting professionals, ensuring the accuracy and efficiency of client records and internal documentation systems.
Accounting
Responsibilities
Accurately input and update client data in our cloud-based tax and accounting software
Organize and label digital documents such as tax forms, W-2s, 1099s, and client correspondences
Verify completeness and accuracy of data received from clients and internal team members
Assist with secure file transfers and management using cloud storage platforms (e.g., Dropbox, Google Drive, or secure portals)
Support preparers by collecting, tracking, and organizing client documentation remotely
Communicate with clients via email or phone to request missing forms or clarify information
Maintain confidentiality and adhere to security standards for handling sensitive data
Help prepare electronic client packets and reports for virtual review meetings
Perform general administrative support duties such as scheduling and document formatting
Collaborate with team members using remote tools (Zoom, Slack, Trello, etc.)
Qualification
Required
High school diploma or equivalent required; associate's degree preferred
1+ year experience in data entry, admin support, or document management—preferably in accounting, tax, or financial services
Strong computer skills and familiarity with remote work tools (e.g., Microsoft Office, Google Workspace, PDF editors)
Exceptional attention to detail and data accuracy
Strong organizational and time-management skills
Ability to work independently and manage multiple tasks remotely
Excellent written and verbal communication skills
Must have a secure internet connection and access to a quiet, professional remote workspace
Preferred
associate's degree preferred
Experience with tax software (e.g., Drake, Lacerte, or similar) is a plus
Benefits
Paid training and potential for recurring seasonal or year-round employment
Remote work flexibility
Professional development opportunities
Company
Tax and Business Services of Oakland
Hi my name is LaLane! I am a bay area native, from Berkeley, CA.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase