Data Administrative Clerk

Tax and Business Services of Oakland is a locally trusted provider of professional tax preparation, planning, and small business consulting services. We pride ourselves on personalized service, accurate filings, and helping our clients make informed financial decisions. Tax and Business Services of Oakland is seeking a reliable and detail-oriented Remote Data Administrative Clerk to support our tax and accounting professionals. This remote position is ideal for someone who is highly organized, tech-savvy, and comfortable handling sensitive financial information. You will play a vital role in ensuring the accuracy and efficiency of our client records and internal documentation systems. Key Responsibilities:Accurately input and update client data in our cloud-based tax and accounting softwareOrganize and label digital documents such as tax forms, W-2s, 1099s, and client correspondencesVerify completeness and accuracy of data received from clients and internal team membersAssist 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 remotelyCommunicate with clients via email or phone to request missing forms or clarify informationMaintain confidentiality and adhere to security standards for handling sensitive dataHelp prepare electronic client packets and reports for virtual review meetingsPerform general administrative support duties such as scheduling and document formattingCollaborate with team members using remote tools (Zoom, Slack, Trello, etc.) Qualifications:High school diploma or equivalent required; associate’s degree preferred1+ year experience in data entry, admin support, or document management—preferably in accounting, tax, or financial servicesStrong computer skills and familiarity with remote work tools (e.g., Microsoft Office, Google Workspace, PDF editors)Experience with tax software (e.g., Drake, Lacerte, or similar) is a plusExceptional attention to detail and data accuracyStrong organizational and time-management skillsAbility to work independently and manage multiple tasks remotelyExcellent written and verbal communication skillsMust have a secure internet connection and access to a quiet, professional remote workspace Work Environment & Schedule:100% remote positionFlexible scheduling with availability during core business hours (Pacific Time)Overtime or weekend availability may be needed during peak tax season (January–April) Compensation & Benefits:Competitive hourly rate based on experiencePaid training and potential for recurring seasonal or year-round employmentRemote work flexibilityProfessional development opportunities