Paraprofessional Administrative Assistant
Current●Manage four directors and tax department in a manner that optimizes efficiency, resources, and client satisfaction●Process and assemble tax returns, extensions and estimates● Process tax organizers and engagement letters in accordance with firm's policies and procedures● Prepare responses to client notices received from the IRS and other government agencies● Receive, read and route incoming mail to directors● Calendar management for directors● Assist with onboarding and… Show more ●Manage four directors and tax department in a manner that optimizes efficiency, resources, and client satisfaction●Process and assemble tax returns, extensions and estimates● Process tax organizers and engagement letters in accordance with firm's policies and procedures● Prepare responses to client notices received from the IRS and other government agencies● Receive, read and route incoming mail to directors● Calendar management for directors● Assist with onboarding and training new hires● Manage and upload client files, i.e., correspondence and other client records● Onboarding of new clients in the firm’s software, i.e., Practice Management, GoFileRoom, CCH Axcess● Ensures client data is collected in a timely matter to comply with filing requirements, i.e., eFile authorization forms● Process and send client tax returns in firm’s software, i.e., SafeSend● Process monthly client billing; follow-up with outstanding accounts receivable● Prepare and process expense reports● Serve as backup to receptionist, as needed Show less