Filing Specialist (Contract)

About the Role

We are seeking a highly detail-oriented Filing Specialist to handle the monthly submission of approved sales tax returns for our recurring clients. This role involves entering data into state websites, uploading pre-formatted return files, and processing payment information. Once returns are filed, you will save confirmation records for both the return and payment in client data folders.

This is a contract position to start.

Given the cyclical nature of this work, candidates should anticipate logging most of their hours (20-40 hours/month) between the 10th and 20th of each month.

**Key Responsibilities**

- Submit approved sales tax returns each month.
- Perform data entry on state tax websites and upload pre-formatted return files.
- Enter payment information accurately and securely.
- Save and organize filing and payment confirmations in client folders.
- Manage workload based on changing deadlines.

**Required Skills & Qualifications**

- Exceptional attention to detail.
- Ability to follow instructions precisely.
- Capable of working independently within established processes.
- Strong time management skills and ability to prioritize tasks.
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, SharePoint).

**Preferred Skills**

- Familiarity with Avalara returns engine.
- Experience with Salesforce.
- Knowledge of sales tax return filing.
- Advanced Excel skills (pivot tables, formulas, advanced filtering).
- Previous data entry experience.