COMPANY OVERVIEW

Anthem Tax Services (ATS) is a leading tax resolution company in the U.S., recognized for its commitment to transparency and integrity in the financial services sector. With multiple awards for workplace excellence, we strive to revolutionize the tax resolution industry by prioritizing trust and service in our interactions with clients and team members.

SUMMARY

Our E-File Specialist will work very closely with our Tax Prep Admins and Tax Preparers, fulfilling a preliminary step toward compliance, within the full scope of our personal and business tax services. Important duties will mostly entail communicating with our Admins and Preparers, electronically filing tax returns, notating submissions, acceptances, and rejections, mailing out tax returns and other documents, maintaining client’s data and records, communicating internally with other departments.
This will be done by entering such data into CRM software, compiling reports, gathering documents, and identifying discrepancies for potential rejection errors in basic tax filing requirements. In addition, with the utilization of Preparation Software, processing tax returns electronically.

REQUIRED SKILLS & QUALIFICATIONS:

• CTEC Certified (preferred but not required)
• Data entry & precision (advanced)
• Efficient speed and time-management
• Exceptional organizational skills
• Exceptional communication skills
• Knowledge of the Tax Industry/Resolution
• Knowledge in Outlook, Word, ProSeries, Salesforce (preferred but not required)
  Job Type: Full-time
  Pay: $25.00 - $27.00 per hour
  Expected hours: 80 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• If hired, can you provide I-9 documentation to verify your eligibility to work in the United States?
• Are you over the age of 18?
• This is a full-time, on-site position based in Woodland Hills or Irvine, CA. Are you able to commit to a full-time schedule, Monday through Friday, on-site?
• Are you able to reliably commute to either Woodland Hills or Irvine, CA?
• The compensation for this role is $25 to $27 per hour, depending on experience. Are you comfortable with this pay range?
• Do you have prior experience electronically filing tax returns?
• Have you used CRM systems (e.g., Salesforce) to manage client information and workflows?
• Have you worked in a tax preparation or tax resolution setting before?
• Are you familiar with identifying and resolving IRS e-file rejections?
• Do you have data entry experience that required accuracy and attention to detail?
• Are you able to perform the essential duties of this job—with or without reasonable accommodations?
• Have you previously worked for or interviewed with Anthem Tax Services? If yes, please provide the approximate date and role.
• Do you currently have any family members, close friends, or personal relationships with anyone who works at Anthem Tax Services? (This information is collected solely for transparency and compliance with our hiring practices.)

License/Certification:

• CTEC (California Tax Education Council) (Required)

Work Location: In perso

• Documenting & recording tax filing information
• Calling and communicating with clients via email, SMS and mail
• Processing tax returns electronically, via ProSeries Software
• Support the Tax Preparers in requesting additional data
• Tracking account status