Tax Administrative Assistant

Key ResponsibilitiesData Entry & Client Information Management: Accurately enter, update, and maintain client records and information within internal databases and workflow systems.Document Review: Review financial, tax, and client documentation to ensure completeness, accuracy, and compliance with internal procedures before processing.Document Management: Manage the intake, organization, scanning, filing, and electronic storage of client documents. Ensure documentation is complete, secure, and readily accessible when needed.Client Research & Issue Resolution: Retrieve client information upon request and assist with resolving client questions related to digital platforms, document submissions, and electronic processes.Return Processing & Filing Support: Prepare completed returns and related documents for electronic submission and distribution while adhering to established procedures and deadlines.Workflow Monitoring: Monitor processing statuses, identify exceptions or errors, and perform follow-up activities to ensure timely completion of work and adherence to service expectations.Client Communication & Support: Assist clients with document requests, onboarding activities, electronic signatures, secure document exchange, and return delivery processes.Shared Mailbox & Request Management: Manage incoming requests through shared communication channels, route inquiries appropriately, process routine requests, and follow up as needed.Quality Assurance: Conduct reviews to ensure compliance with company policies, regulatory requirements, and established procedures. Verify the accuracy and consistency of information prior to final processing.