1098-T Specialist

Job Title

1098-T Specialist

Job Description

The KINC 1098-T Specialist role will report to the Accounting Operations Manager. The position will oversee the 1098-T Help Desk by monitoring an email inbox, voicemail box, and live calls made to the 1098-T help line. The key responsibilities include, but are not limited to, gaining an understanding of the 1098-T form contents and why Kaplan provides the form, researching form details, and responding to student requests regarding their 1098-T tax form or student ledger card.

Primary Responsibilities

• Monitor the 1098-T Help Desk email and voicemail inboxes to ensure timely responses are provided to student requests
• Provide form copies to fulfill student requests
• Research form details and student ledger cards to respond appropriately to student requests
• Take live calls, as time allows, to resolve student requests
• Work with the Accounting Operations Manager for application updates, escalation of student issues, and Canadian student form requests

Minimum Qualifications

• High School Diploma
• No minimum experience required
• Good communication skills, both written and verbal
• Google Suite experience
• Excel experience

Preferred Qualifications

• Customer service background preferred
• Accounting experience a plus

The salary rate for this position is $21.00 per hour.

Location

Remote/Nationwide, USA

Additional Locations

Employee Type

Employee

Job Functional Area

Accounting

Business Unit

00070 Kaplan Inc

Diversity & Inclusion Statement:

Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. Learn more about our culture here.

Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.