Job Description

Description

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Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. as a public accounting Firm offers clients tax, audit, family office, and business valuation & litigation services. Located in sunny downtown West Palm Beach, FL. CDL is seeking a Document Scanner who will be responsible for tasks such as data entry, scanning, mail sorting or similar activities. Performance is judged based on the quality of work, application of knowledge and ability to meet time constraints.

Essential Functions and Responsibilities

  • Prep files to be scanned (remove staples, paper clips, unfold edges, remove documents from binders, etc.).
  • Scans and/or downloads documents and saves to a specific folder, Doc.it or the Firm’s portal.
  • Ensures that the scanned or uploaded documents are in the system accurately and accessible to personnel promptly.
  • Ensures the disposition of tax documents are in compliance with instructions...

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