Client File Specialist

We are seeking a meticulous and detail-oriented Client File Review Specialist to join our team. In this role, you will be responsible for ensuring the completeness and accuracy of client files before they are processed for tax report generation. You will review files after initial data entry, identify any missing information, errors, or inconsistencies, and prepare clear documentation for our client outreach team. The ideal candidate is highly organized, detail-oriented, and capable of working independently in a fast-paced environment.

Responsibilities:

• Conduct thorough reviews of client files following data entry through our website.
• Identify and document any missing information, errors, or inconsistencies between client responses and supporting documentation.
• Prepare clear and concise documentation outlining the necessary corrections or additions for our client outreach team to obtain.
• Ensure the accurate organization and classification of client documents, including proper file naming, readability, and completeness.
• Confirm that each file is complete and ready for further professional processing, free from errors or omissions.

Qualifications:

• High proficiency in both Hebrew and English (required).
• Demonstrated ability to perform accurate, independent, and thorough work (required).
• Excellent organizational skills and the ability to follow established processes consistently (required).
• Familiarity with Google Drive, online forms, and digital documents (preferred).
• General understanding of common financial documents (e.g., Form 106, Form 867, bank statements) (preferred).

Terms of Employment:

• Hybrid work arrangement: Combination of remote work and required presence in our Rosh HaAyin office.
• Full-time position.
• This role involves no direct communication with clients; you will work exclusively with our internal team.
• Comprehensive training will be provided to qualified candidates, including training on our work methods and internal testing tools.