Tax Processor
CurrentProvide operational support for high-volume financial services firm generating $170M in revenue: -Designed and continuously maintain electronic and paper client files. -Scan confidential tax documentation into database. -Maintain detailed administrative and procedural processes to improve accuracy and efficiency. -Produce monthly work in progress reports using advanced Excel spreadsheet functions. -Organize tax forms, file records and prepare correspondence and reports. -Create new and update current client file records. -Verify tax form 8879 and record deadlines for responding to daily inquiries. -Process confidential tax information; Individual, Partnerships, C-Corps, S-Corps, & various foreign forms. -Assist with payroll preparation. -Assist with financial statements preparation. -Work closely with all staff levels (Manager, Sr. Manager, Partner) to ensure accurate and quality service.-Train new employees and seasonal hires on firm's tax processes and procedures. -Deliver confidential tax information to all clients within the firm in a timely manner via a web portal. -Electronic Filing Coordinator; authorized to release client's tax information to IRS. -Basic knowledge of tax preparation; Form 1040. -Implemented administrative procedures that addressed the use of GoFileRoom. -Data entry including but not limited to, Word processing, spreadsheets, and presentations.
