Document Scanner (Tax)

Description

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Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. as a public accounting Firm offers clients tax, audit, family office, and business valuation & litigation services. Located in sunny downtown West Palm Beach, FL. CDL is seeking a Document Scanner who will be responsible for tasks such as data entry, scanning, mail sorting or similar activities. Performance is judged based on the quality of work, application of knowledge and ability to meet time constraints.

Essential Functions and Responsibilities

• Prep files to be scanned (remove staples, paper clips, unfold edges, remove documents from binders, etc.).
• Scans and / or downloads documents and saves to a specific folder, Doc.it or the Firm’s portal.
• Ensures that the scanned or uploaded documents are in the system accurately and accessible to personnel promptly.
• Ensures the disposition of tax documents are in compliance with instructions on routing sheet.
• Provides backup assistance to the receptionist as needed.
• Maintains records storage including boxing and sending client files to off-site storage.

Qualifications

CDL culture is one that strives for results with highly motivated and effective professionals. We are looking for people who adhere to the highest standards.

Our firm offers a competitive benefits and compensation package. Excellent growth opportunity to get involved with a prestigious firm with high profile clients in a great location.

CDL is an Equal Opportunity Employer committed to a diversified and inclusive workforce.