- 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 team.
- Coordinate onboarding steps, meetings, and follow-ups.
- Create templates, checklists, and documentation.
- Identify workflow bottlenecks and suggest improvements.
- Support ticketing and customer support tools and work with engineering to enhance client systems.
Microsoft ExcelProcess improvementCustomer support+2 more