Tax Preparer Assistant
- Enhanced client satisfaction by providing accurate and timely tax preparation assistance.
- Assisted senior tax preparers in completing complex returns, ensuring compliance with all regulations.
- Supported clients in gathering relevant financial information, enabling accurate tax return filings.
- Improved overall office efficiency by maintaining digital client records and updating tax software regularly.
- Organized files both electronically and physically for ease of access and retrieval improving overall workflow.
- Reduced errors by double-checking calculations and cross-referencing input data against source documents.
- Supported management in overseeing day-to-day operations such as appointment scheduling and answering phone inquiries effectively.
- Maintained complete records of client tax returns and supporting documentation in secured areas.