Looking for a new role as a OTBTAX in Greer, SC? This Full-time position is perfect for professionals in the Accounting sector. Gain hands-on experience in the Administrative department, where you’ll be at the forefront of exciting projects and innovation.
Why This Job Is Great for You:
- Employee Rating: Rated /5 by employees — get a sense of the company culture!
- Job Level: This role is ideal for professionals at the Entry level Level Job.
- Posted: Posted 53 minutes ago, this role is still accepting applications. Act fast and apply today!
This opportunity offers valuable experience in the Administrative department and will help you advance your career in the dynamic world of Accounting.
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“OTBTAX” Company Job Details
- Company Name: OTBTAX
- Work Type: Full-time
- Rating: / 5
- Location: Greer, SC
- Industry: Accounting
- Department: Administrative
- Experience Level: Entry level
- Job Creation Duration: 53 minutes ago
Job Details of Full-Time Invoice & Back Office Support
Summary of Role:
The Invoice & Back Office Support Specialist will be managing all aspects of invoicing and supporting back end items for tax preparation. This role is expected to support the Tax Department with invoicing, tax document organization and electronic filing, back office support where needed, and will be the point of contact for clients on designated items. All roles at OTB Tax play a pivotal role in both client experience and company growth. Upon successful completion of training and probationary period (60 days), the Tax Support Specialist will graduate from trainee status and will receive an additional $1, for an hourly rate of $19.
Core Responsibilities:
- 60% Invoicing: Manage and review all invoices. Follow-up with clients on payment terms, payment options, and processing payment timely.
- 40% Tax Filing and Back Office Support: Filing Completed Tax Returns prepared by the Tax Department. Follow-up to ensure data management is compliant and accurate, following all deadlines. Addressing completed tasks on both the client master list, our tax software, and the invoicing software.
- Additional clean-up of data to include previous years filings, creating folders and following a standard procedure for uniform client files.
- Assisting the Tax Department as needed and on a seasonal basis with additional tasks.
- Learning back-up procedures for various tasks during sick or vacation time of other Tax Department employees.
Key Performance Indicators (KPIs):
- Data accuracy, data organization and standardization
- Invoice timelines and outstanding days to close
- Client service, follow-up, and relationship management
Required Skills & Qualifications:
Experience: 1+ years in a data management role, invoicing, finance support, or a customer service related role. Experience in Google Workspace is preferred. Must have strong interpersonal skills; ability to work independently and as part of a team; professional demeanor. Be able to show proficiency in competencies listed below:
- Attention to Detail – Ensures accuracy and quality in work products, documentation, and processes.
- Organization & Time Management – Effectively manages multiple priorities, deadlines, and projects in a fast-paced environment.
- Communication – Demonstrates clear, professional, and courteous communication skills, both verbal and written.
- Problem Solving – Anticipates issues and proactively identifies solutions to ensure smooth office operations.
- Customer Service Orientation – Provides excellent service to clients when contacting them regarding the filed return, documents needed, questions or concerns.
- Adaptability – Maintains professionalism and composure when handling changing priorities or urgent matters.
- Confidentiality & Integrity – Handles sensitive information with discretion and trustworthiness.
- Collaboration – Works effectively across departments to support organizational goals.
Work Environment:
This role is 100% in the office in Greer South Carolina. Standard work hours are optional: either Monday–Friday, 9:00 AM–5:00 PM EST, or the option to work 10 hour days for 4 days a week. This is a rotating schedule each month so you always have an opportunity to have Monday or Friday off based on the month. Availability during tax season (January–April) is critical and non negotiable and has overtime possibilities as needed. Vacation and scheduled days off will be approved outside of this timeframe and based on tax deadlines.
Growth Path:
There is always room for growth with OTB Tax and high-performing employees can be promoted to senior positions as well as have the opportunity to learn a new role. OTB Tax supports continued learning, certification advancement, and leadership development within the company. We ask that each employee completes 1-2 years in a position so proper evaluations can be discussed for skill level, position fit, training your replacement, and overall satisfaction with the current and future position. Performance review and potential for increase in wages will occur biannually and at the discretion of the Owner.
Employee Benefits:
Benefits will commence on the 60th day of employment and include Sick and Vacation time, Palmetto Proactive Healthcare, and medical cost sharing with Sedera. Employees also have options for Dental, Vision, Life, Disability insurance through Guardian.
If interested, please email molly@otbtax.com your resume and cover letter and we will respond directly to your email.