Found Description
Description We are looking for a skilled Administrative Assistant to join our team in Calabasas, California. This Contract to permanent position offers an opportunity to contribute to the efficient management of tax-related processes while supporting a dynamic office environment. The ideal candidate will possess strong organizational skills and the ability to handle sensitive information with discretion.
Responsibilities:
• Oversee the workflow of tax engagements and monitor deadlines to ensure timely submissions.
• Prepare and assemble tax returns for individuals, corporations, partnerships, and trusts for review.
• Process electronic filing submissions and track acknowledgments effectively.
• Gather, organize, and scan client tax documents, including W-2s, 1099s, and K-1s.
• Maintain accurate client records within tax software applications such as Lacerte, ProSeries, Drake, and UltraTax.
• Communicate with clients to obtain missing information and secure ne...
Responsibilities:
• Oversee the workflow of tax engagements and monitor deadlines to ensure timely submissions.
• Prepare and assemble tax returns for individuals, corporations, partnerships, and trusts for review.
• Process electronic filing submissions and track acknowledgments effectively.
• Gather, organize, and scan client tax documents, including W-2s, 1099s, and K-1s.
• Maintain accurate client records within tax software applications such as Lacerte, ProSeries, Drake, and UltraTax.
• Communicate with clients to obtain missing information and secure ne...
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