Document Specialist (Familiarity with US Tax)

Position Summary - The Document Specialist manages incoming client documents. The role involves sorting, reviewing, renaming, and uploading files to the correct client cases accurately and on time.
Duties and Responsibilities
Reviews incoming documents for clarity and completeness
Identifies document types by tax year, date, or form
Splits, sorts, and renames files according to internal naming conventions
Matches documents to the correct client case and uploads them in Logics
Flags urgent notices and deadlines for immediate escalation
Notifies the appropriate departments when critical documents are received
Responds to internal emails regarding missing or incoming documents
Requirements
Minimum typing speed of 50 WPM
Comfort with technology and ability to learn new software quickly
Strong written and verbal English communication skills
High attention to detail
Ability to adapt to changing priorities in a fast-paced environment
Positive, collaborative attitude
Preferred Qualifications
1+ years of experience in data entry, administrative, clerical, or document management roles
Familiarity with tax forms, financial records, or legal documents
Expereince with Adobe, Logics, google suite

Work arrangement
Yes