Finance & Banking, Accounting & Finance, Tax Accountant

Tax Support

Full-Time | Corporate Office | 1040 Tax Services

Full-Time | Corporate Office | 1040 Tax Services

Security Finance is a long-standing, stable leader in the consumer finance industry, serving customers across the United States for more than 60 years. We are committed to delivering exceptional service, investing in our communities, and helping our customers build stronger financial futures. If you’re looking for a career with a company known for stability, growth, and promoting from within, this could be the perfect opportunity.

• Complete an extensive training program using software and online based learning
• Provide telephone and email support to branch employees and Supervisors regarding tax law, tax software, tax forms, correct signature and dating of paperwork, bank product paperwork, and other various administrative duties
• Maintain logs of incoming and outgoing calls in Help Desk program
• Assist branch personnel in completing individual federal and state income tax returns using Drake Tax Software
• Review forms related to tax preparation scanned in from branches to ensure proper data entry
• Assist branch personnel with rejected tax returns
• Review various tax return related documents including internal forms, IR, State, and Bank Product related compliance documents using KOFAX validation and OnBase and Home Office systems; determine if the forms meet required standards; communicate with branches on unacceptable documents and assist with correction
• Review and clear returns containing large refund amounts
• Assist in the preparation of, and clearance of, returns with more advanced items such as: itemized deductions, self-employment, capital gains, rental, or royalty income, farm income, and other specialized items
• Assist with random bank audits
• Assist with processing of various bank product offerings and disbursements (debit cards, check printing)
• Assist with Tax prep collections – including Re Pay
• Dial-in to branches to provide assistance with reviewing returns, printing return paperwork, processing payments and PTIN applications/renewals
• Assist with tax training for field personnel to include reviewing training materials, coordinating the printing and shipping of training materials, assist in live webinars and monitor the Learn Center
• Assist 1040 Tax Processing Supervisors as needed and to help seasonal staff with common questions
• Conduct random internal audits to include specific return types, various paperwork, and IRS due diligence requirements
• Special projects as needed
• Prompt and regular attendance requires

This position follows a regular Monday-Friday schedule of 9:00 AM to 6:00 PM (May through December). During the annual tax season (December through April), extended hours are required. You must be available between 9:00 a.m. and 9:00 p.m. as business needs dictate, and Saturday work (two per month) is required during this period.

• Ability to work a flexible schedule and extended hours, to include Saturdays as needed
• Knowledge of work processing, grammatical rules, and clerical formats
• Computer literate (Word and Excel) with data entry experience
• Analytical with the ability to solve problems quickly
• Ability to work in a high-paced environment and remain detailed, organized, and courteous
• Customer server experience in a call center environment
• Meet IRS requirements to obtain and maintain a PTIN
• Bookkeeping/math background a plus
• English/Spanish bilingual skills a plus
• This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.