
Proactive and organized professional with a strong background in client relationship management and logistics coordination. Known for meticulous data management and workflow oversight, contributing to enhanced operational performance in dynamic environments.
Provide high-level administrative and operational support to 2–3 partners, managing
workflows based on client book size of 800+.
- Assist in preparing federal, state, and local tax returns at the individual, corporate,
partnership, and non-profit levels (Form 990 1040, 1120, 1120S, 1065).
- Serve as Client liaison and point of contact for document processing and collecting
supporting financial statements, software troubleshooting and scheduling.
- Tax data management across multiple software platforms (e.g., CCH Axcess, CCH
ProSystem fx Engagement, SafeSend, CCH Access) to maintain organized,
confidential digital and paper filing systems.
- Oversee workflow systems to track project status, monitor filing deadlines, manage
team calendars, client appointments, and support peak-season efficiency
- Collaborate with team members and leadership across multiple office locations to
support firm-wide operations