Administrative Assistant

Tax Preparation Administrative Assistant

Gather, scan, and electronically bookmark paper and electronic documents for tax preparation. Provide initial review of data validation for input into tax return using Autoflow. Collating tax returns, both paper and via Safe Send, and securely upload tax returns using Safe Send and transmit to clients for signature. Build, maintain, and organize files within the Tax department, both electronically and physically, utilizing the systems and software provided. Serve as general backup for all areas of client support in gathering information as needed to respond to client requests and inquiries in a timely and courteous manner. Support with year end correspondence bulk mailing, consent forms, engagement letters, tax organizers, etc. Administration and documentation of year end documents as received. Responsible for adding new client workflows, importing client assignments, and adding new engagement binders. Securely run reports for annual evaluations. Release efile returns as appropriate and maintain efile system. Monitor for rejection notices from electronic filings and escalate any needed actions. Assist with the batch extension process and updating due dates in workflow software. Monitor Safe Send and download completed documents and organizers as submitted by clients to H2R. Assist with workflow and production reporting. Monitor CPE tracking for tax department. Send and monitor CPE surveys for tax department.