Documents Specialist — Detail-Driven Tax File Organizer
Listed on 2026-10-17
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Administrative/Clerical
Clerical, Data Entry
Optima Tax Relief, LLC, in Santa Ana, CA, seeks a Documents Specialist to ensure accurate placement and organization of client files in our electronic portal.
This full-time role reports to the Documents Specialist Team Lead and requires high-volume typing, excellent attention to detail, and minimal phone work.
Key duties include scrubbing/uploading files, renaming and reordering documents, and daily scanning of IRS notices using OPEX; onsite training may be required.
The Documents Specialist — Detail-Driven Tax File Organizer position in the Management & Operations, IT & Technology field is open for applications.
Full responsibilities and requirements are described in the listing above.
Learn more about the Documents Specialist — Detail-Driven Tax File Organizer role in the description above.
We appreciate your interest in this position.
Join Optima Tax Relief, LLC and contribute to our ongoing work.
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