POSITION SUMMARY
The Documents Specialist for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Documents Specialist Team Lead. This role is heavily relied upon to ensure proper placement of client files to respective folders. This is done electronically so attention to detail is critical. This role requires high volumes of typing and organization and involves minimal phone work. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.
ESSENTIAL DUTIES & RESPONSIBILITIES
The essential functions include, but are not limited to the following:
- 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 hour business time frame.
- Rename and reorder documents or packages clients may send in through Optima's client portal.
- Stage, open and scan IRS notices received daily to the company Portal using our OPEX stand alone scanning equipment.
- Other duties as assigned.
In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.
QualificationsEDUCATION AND EXPERIENCE REQUIREMENTS
- High school diploma or equivalent education required.
KNOWLEDGE, SKILLS,& ABILITIES
- A positive mindset and "get-it-done" attitude.
- Excellent organizational, time-management, written, and communication skills.
- History of successfully exceeding goals in a fast-paced environment.
- Strong work ethic and commitment to excellence.
- Meticulous attention to detail and high sense of accountability.
- Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook).
- Self-starter, industrious, and motivated.
- Strong ability to multi-task.
- Team player.
Skills Required
- High school diploma or equivalent education
- Excellent organizational, time-management, written, and communication skills
- History of successfully exceeding goals in a fast-paced environment
- Strong work ethic and commitment to excellence
- Meticulous attention to detail and high sense of accountability
- Proficiency with Microsoft Office and Outlook
- Ability to multitask effectively
- Ability to work as a self-starter and team player
- Completion of initial onsite training for up to five business days
What We Do
Optima Tax Relief is a leading tax resolution firm dedicated to helping individuals and businesses resolve unmanageable IRS and state tax liabilities. Specializing in tax relief assistance programs, the company provides full-service resolution services, including tax negotiations and audit defense, to help clients overcome financial hardships and secure a better financial future.
