- Assemble and upload finalized tax packets, cover letters, and compliance documents.
- Track submissions, maintain organized deliverables, and follow QA steps.
- Support entity workflows including state registrations and dissolutions.
- Request client documents and triage questions to the appropriate internal teams.
- Coordinate onboarding steps, client meetings, and follow-ups.
- Create templates, checklists, and documentation to standardize processes.
- Identify workflow bottlenecks and suggest improvements to team operations.
- Support ticketing and customer support tools while collaborating with engineering on system enhancements.
Microsoft ExcelAccountingAccount Management+4 more