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Forms Specialist Jobs (NOW HIRING)

Sharecare

Forms Completion Specialist - Remote

Experience with FMLA/Disability forms is required. The candidate will also demonstrate that they are culturally aligned with Sharecare, by displaying and working within the values of Servant ...

State of Wisconsin

Records and Forms Officer

Madison, WI · On-site

$36.50 - $39.27/hr

Introduction The State of Wisconsin, Department of Military Affairs (DMA) is hiring a Records and Forms Management Specialist- Advanced. This position is headquartered at the Joint Force Headquarters ...

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Forms Specialist information

What is the difference between Forms Specialist vs Data Entry Clerk?

AspectForms SpecialistData Entry Clerk
Required CredentialsHigh school diploma or equivalent; familiarity with form softwareHigh school diploma or equivalent; basic computer skills
Work EnvironmentOffice settings, healthcare, legal, or government sectorsOffice environments, retail, healthcare, administrative settings
Employer & Industry UsageOrganizations managing forms, records, and data collectionCompanies requiring data input, record keeping, and database updating

While both roles involve data handling, a Forms Specialist focuses on creating, managing, and ensuring the accuracy of forms within specific industries, whereas a Data Entry Clerk primarily inputs data into systems. The Forms Specialist often requires familiarity with form software and industry-specific knowledge, making their role more specialized compared to the more general data entry tasks of a Data Entry Clerk.

What are some common challenges a Forms Specialist faces when managing form updates and version control?

A Forms Specialist often encounters challenges related to maintaining accurate version control and ensuring all stakeholders are using the most current forms. Coordinating updates across multiple departments can be complex, especially when there are frequent regulatory or organizational changes. Clear communication, meticulous documentation, and a robust tracking system are essential to prevent confusion and maintain compliance. Regular collaboration with IT, compliance, and end-users helps streamline the update process and address any issues promptly.

What are the key skills and qualifications needed to thrive as a Forms Specialist, and why are they important?

To thrive as a Forms Specialist, you need strong attention to detail, proficiency in document design, and familiarity with regulatory requirements, often supported by experience in data entry or document management. Expertise with form-building software such as Adobe Acrobat, Microsoft Forms, or specialized enterprise solutions is typically required. Strong communication, analytical thinking, and problem-solving abilities help you collaborate with stakeholders and tailor forms to user needs. These skills ensure forms are accurate, user-friendly, and compliant, which is essential for efficient data collection and organizational operations.

What is a Forms Specialist?

A Forms Specialist is a professional responsible for designing, creating, maintaining, and managing various types of forms used within an organization. They ensure that forms are user-friendly, compliant with regulations, and effectively capture required information. Forms Specialists often work with both digital and paper forms and collaborate with other departments to optimize workflows and data collection processes.
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Forms Specialist jobs near you
Infographic showing various Forms Specialist job openings in the United States as of July 2026, with employment types broken down into 82% Full Time, 12% Temporary, and 6% Contract. Highlights an 94% In-person, and 6% Remote job distribution.
Tax Forms Specialist

Tax Forms Specialist

Anderson Business Advisors

Las Vegas, NV • Hybrid

$19 - $26/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

Job Purpose:
To prepare and manage the submission of various IRS entity selection forms for clients, ensuring accuracy and compliance. This role involves producing IRS forms, communicating with clients to obtain signatures, and forwarding completed forms to the IRS.
Key Responsibilities:

Form Preparation:

  • Prepare required IRS entity forms for clients, including:
    • Form 8832 for LLCs
    • Form 2553 for S-Corps
    • Form 8822-B for selection of responsible party
    • Dissolution of S-Corp election letters
    • Other forms as necessary
  • Prepare and File US Personal and Business tax return extensions

Client Communication:

  • Send the appropriate forms to clients for signatures and arrange for the return of signed forms.
  • Explain forms to clients and provide necessary information.
  • Respond to all correspondence within 1 business day.
  • Call and/or correspond via email with clients to provide information, answer questions, and follow through on requests.

Form Submission:

  • Verify the correctness of signed forms received from clients.
  • Forward the verified forms to the IRS promptly.

Team Collaboration:

  • Work with members of various internal departments to ensure client needs are addressed.
  • Utilize the resources and knowledge of professionals in respective departments.

Process Improvement:

  • Continuously improve form preparation and submission processes.
  • Implement best practices to enhance accuracy and efficiency.

Administrative Tasks:

  • Document the receipt of signed client documents accurately.
  • Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Required Qualifications:

  • Bachelor’s Degree in Accounting/Finance
  • High degree of accuracy and attention to detail.
  • Knowledge of G Suite, Word, and Excel.
  • Ability to establish rapport with clients and build strong relationships in a friendly and confident manner.
  • Ability to prioritize work and complete duties accurately and timely.
  • Ability to work independently without direct supervision.
  • Comfortable working in a fast-paced environment.

Preferred Qualifications:

  • Minimum of 2 years of professional-level work experience.
  • Previous experience in a client service-oriented field preferred.
  • Previous experience in a tax firm is a plus.
  • Previous IRS form preparation experience is desired but not required.
  • Salesforce CRM experience is a plus.

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

  • Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
  • Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
  • Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
  • Plan for the future with a 401(k) matching program
  • Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
  • Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.

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