- Process and document biweekly and monthly payrolls for five clients accurately and efficiently, and prepare federal, state and local quarterly payroll tax returns for nearly twenty clients.- Collaborate with staff accountants to provide quality bookkeeping services to clients of various sizes by tracking client expenses and accurately processing account reconciliations.- Organize and upload client information to SurePrep software to assist tax preparers and CPAs with preparing clients' individual tax returns.

- Addressed resident issues and concerns in a timely fashion by directing their concerns to the appropriate support team. - Provided prompt assistance to all departments to ensure that teams are adequately supported and equipped to work as efficiently as possible.- Maintained order and the professional appearance of the workplace.

- Prepared and organized tax information for approximately 350 clients in order to simplify the process of individual tax return preparation.- Assisted accountants by researching any missing information and creating summaries of extensive personal or charitable expenses in order to further streamline the preparation process.- Ensured great attention to detail and organization of client information, as well as confidentiality and security of clients' financial situations.