Tax Documentation Production Assistant

TIAA

. Process large volumes of paper tax documents from December through April .

Posted 10/28/2026full-timeRedwood City • California • United StatesMid-LevelSenior💰 $24 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in processing large volumes of tax documents with a strong focus on accuracy and attention to detail. Capable of meeting strict deadlines while collaborating effectively with team members.

Highest-signal resume keywords

Document ProcessingQuality Control ChecksEnvelope Inserting MachinesPostage Meter OperationAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Form 1099 PreparationSchedule K-1 ProcessingFederal And State Tax ReturnsData ComparisonMailing Preparation

Soft Skills

Dependable AttendanceAbility To Meet DeadlinesCollaboration

Tools & Technologies

Postage MachinesEnvelope Inserting Machines

Industry Keywords

Tax DocumentsMailing ProcessesProduction Goals

About the role

Key responsibilities & impact

Process large volumes of paper tax documents from December through April
Prepare approximately 17,000 Form 1099s by inserting documents into envelopes with Privacy Notices and instruction sheets
Rework changed 1099s and hold documents until authorized for mailing
Operate postage meters and perform sealing, postage, and quality control checks
Process over 10,500 Schedule K-1s, including detailed federal and state data comparisons
Prepare K-1s for mailing and perform postage and quality control checks
Process approximately 10,750 federal and state tax returns, comparing e-filed and paper-filed returns
Verify approximately 2,600 tax returns prepared for mailing to tax agencies and/or clients
Package tax returns for mailing
Collaborate with team members to meet daily production goals and deadlines

Requirements

What you’ll need

High school education preferred
No experience required
Comfort operating envelope inserting and postage machines
Ability to handle high volumes of paper documents
Accuracy, attention to detail, and ability to meet strict mailing deadlines
Dependable attendance and consistent output during peak processing periods
Ability to perform sedentary work
No travel required

Benefits

Comp & perks

Hybrid work arrangement
5-month engagement term, potentially extendable based on business needs