Job Description
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...
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...
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