Job Description

This is a remote position.

Company: Tax and Business Services of Oakland

Location: Remote (Oakland-based preferred, but open to other U.S. locations)

Job Type: Full-time / Part-time / Seasonal 

ABT Heating and Cooling is a family owned and operated HVAC company servicing all of Utah. Brent got his start in the HVAC industry back in the mid 1980s when he and his family moved from Blackfoot, ID, to Orem, UT. He went to work for a local HVAC company and stayed there for a few years working his way to manager. Brent then left that shop and began working at Geneva Steel in the HVAC/Maintenance department. Brent continued at Geneva for years; when he decided to open his own HVAC company in the early 1990s, Excellence in Air Conditioning and Heating was born and Brent continued to work at Geneva Steel during the day and Excellence in Air in the afternoons and nights. Business began to take off and soon after Brent left Geneva Steel to pursue Excellence in Air full time. Brent continued to build and grow his business and opened a commercial division in the late 1990s and went from a one or two man show to a multi-million dollar full service HVAC shop by the mid 2000s. Business continued to grow, and all the while, Adam had been working with Brent (his father) learning the trade directly from Brent.

Tax and Business Services of Oakland is seeking a reliable and detail-oriented Remote Data Administrative Clerk to support our tax and accounting professionals. This remote position is ideal for someone who is highly organized, tech-savvy, and comfortable handling sensitive financial information. You will play a vital role in ensuring the accuracy and efficiency of our client records and internal documentation systems.

Key Responsibilities:

Accurately input and update client data in our cloud-based tax and accounting software

Organize and label digital documents such as tax forms, W-2s, 1099s, and client correspondences

Verify completeness and accuracy of data received from clients and internal team members

Assist with secure file transfers and management using cloud storage platforms (e.g., Dropbox, Google Drive, or secure portals)

Support preparers by collecting, tracking, and organizing client documentation remotely

Communicate with clients via email or phone to request missing forms or clarify information

Maintain confidentiality and adhere to security standards for handling sensitive data

Help prepare electronic client packets and reports for virtual review meetings

Perform general administrative support duties such as scheduling and document formatting

Collaborate with team members using remote tools (Zoom, Slack, Trello, etc.)

Requirements

High school diploma or equivalent required; associate’s degree preferred

1+ year experience in data entry, admin support, or document management—preferably in accounting, tax, or financial services

Strong computer skills and familiarity with remote work tools (e.g., Microsoft Office, Google Workspace, PDF editors)

Experience with tax software (e.g., Drake, Lacerte, or similar) is a plus

Exceptional attention to detail and data accuracy

Strong organizational and time-management skills

Ability to work independently and manage multiple tasks remotely

Excellent written and verbal communication skills

Must have a secure internet connection and access to a quiet, professional remote workspace

Benefits

Competitive hourly rate based on experience

Paid training and potential for recurring seasonal or year-round employment

Remote work flexibility

Professional development opportunities

Paid time off

Job Tags

Hourly pay, Full time, Seasonal work, Work at office, Local area, Night shift,

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