Data Administrative Clerk at Tax and Business Services of Oakland

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 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.)

Qualifications:

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)

Experience with tax software (e.g., Drake, Lacerte, or similar) is a plus

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

Work Environment & Schedule:

100% remote position

Flexible 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 experience

Paid training and potential for recurring seasonal or year-round employment

Remote work flexibility

Professional development opportunities