Description
Operations Associate (Administrative Assistant)


• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed

• Assemble copies of Tax returns, assists with IRS notices.

• Provides input on evaluating and enhancing tax procedures.

• Prepare extensions for filing.

• Tax return preparation assistance

• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).

• Manage client document process.

• Scan tax returns and uploads to CCH Document and SurePrep.

• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).

• Manage client/entities organizational charts.

• Maintains PTIN and CAF numbers.

• Orders annual tax guides.

• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and spe...