Management Intern
Kreppel Tax Advisory Group
Old Bridge, New Jersey
05.2024 - 08.2024
- Compiled summaries, spreadsheets, and status reports to provide leadership with clear insights on project progress.
- Coordinated scheduling for consultations, follow-ups, and document reviews to enhance workflow for accountants and managers.
- Supported client onboarding by collecting required forms, verifying information, and updating internal records.
- Communicated with clients to request missing documents, clarify details, and provide status updates.
- Organized and maintained confidential client files in compliance with firm policies.
- Streamlined team operations by managing administrative tasks including data entry, scanning, filing, and correspondence.