Office Management & Administration

• Manage day-to-day office operations, including scheduling, workflow coordination, and front-office support.
• Maintain client files, documentation, and electronic records in a secure and compliant manner.
• Oversee supply inventory, vendor coordination, and office equipment maintenance.
• Serve as the primary point of contact for clients, handling inquiries and providing a professional, welcoming experience.
• Support firm leadership with administrative tasks, reporting, and project coordination.

Tax Return Processing

• Prepare and process individual tax returns (1040) and assist with business returns as needed.
• Review client documents for accuracy and completeness before tax preparation.
• Verify income, expenses, deductions, and required documentation to ensure compliance with IRS guidelines.
• Collaborate with tax preparers and accountants to resolve discrepancies, gather missing information, and finalize filings.
• Utilize tax preparation software (e.g., Drake, TaxSlayer, ATX, or similar) to enter data and complete returns accurately.