Documents Specialist

Here at Optima Tax Relief, we value talented, passionate people who share our enthusiasm for helping others, and doing the right thing. We are the leading tax resolution firm in the nation, and we are proud to foster an environment that is dedicated to supporting both our clients and our workforce. Come see what it means to be an Optimian!

WHY OPTIMA TAX RELIEF?

• Strong Corporate Culture: Community Outreach, Interactive Wellness Program, quarterly off-site eventsTheres always something to look forward to!
• Ethical Work is conducted with the Highest Level of Integrityalways.
• Investment in our employees development, professional growth, and potential career advancement!
• We are constantly looking for ways to get better, be innovative, and remain the leaders in our industry!

NO TAX KNOWLEDGE REQUIRED!

DOCUMENT SPECIALIST

A DAY IN THE LIFE

As a Documents Specialist, your role is heavily relied upon to ensure the security and proper placement of client files into respective folders. This is done clerically and/or physically so attention to detail is critical! There is minimal phone work, so if your strengths include high volumes of typing and organization, the Documents Team may have the right opportunity for you!

• Sort or scrub through uploaded files to identify client files for proper file placement
• Upload and organize client documents received within a 24 to 48 business time frame
• Rename & Re-order documents or packages clients may send in through Optimas client portal
• Notify appropriate parties of documents received

WHAT WE NEED

• Must be able to type at least 35 WPM - a test will be administered prior to your interview
• A Strong Multitasker
• You Possess Excellent Organizational, Written, and Communication Skills
• Proficient and Comfortable with Office Equipment (Computer skills Microsoft Office, Outlook)
• Remain Focused and Productive in a Fast-Paced Environment
• You Hold a Strong Work Ethic and are Committed to Excellence
• A Team Player

WHAT WE CAN OFFER

• Hourly Rate + Monthly Performance Bonus
• Medical, Dental, Vision, Supplemental Insurance
• 401K and Company Match Plan
• Tuition Reimbursement Program
• Hardship Program
• Paid Time Off (Vacation, Sick, Holiday and Optional Holidays)
• Career Opportunities
• Award Winning Work Culture!

WORK ENVIRONMENT AND PHYSICAL DEMANDS

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, and standard office supplies. While working in the office, the setting is a standard office environment with low to moderate noise levels and temperature controlled.

While performing the duties of this job, the employee is regularly required to talk or hear. Employee is required to sit at desk for majority of the workday with occasional standing and walking within office environment. The employee is required to use hands and fingers for writing and typing, handle or feel office tools or controls; and reach with hands and arms. Employee may occasionally crouch or kneel. The employee must occasionally lift and/or move up to 20lbs. Specific vision abilities required by the job include close vision, distance vision (may be corrected), peripheral vision, depth perception, and ability to focus on task at hand.

Optima Tax Relief, LLC does not accept unsolicited referrals or resumes from any source other than directly from candidates. We will not consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services and recruiting agencies. The submission of referrals or resumes by anyone other than a candidate directly to Optima Tax Relief, LLC employees is strictly prohibited. Unsolicited referrals and resumes sent to Optima Tax Relief, LLC are deemed gratuitous, and the company will not be obligated or bound in any way to pay any referral or other fee if a person referred to us from a source other than a candidate is hired.

Notwithstanding the foregoing, resumes will be accepted from approved vendors who have written agreements in place with Optima Tax Relief, LLC, and then only to the extent such agreement covers a specified position and, if required by such agreement, the submission of resumes by the vendor has been authorized in writing by Optima Tax Relief, LLC for such specified position. Any resumes submitted in the absence of a signed agreement will become the property of Optima Tax Relief, LLC and no fee shall be due.