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Greet clients, manage phone calls, and schedule appointments.
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Collect, scan, and organize tax documents such as W-2s, 1099s, receipts, and prior-year returns.
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Maintain accurate client records and ensure all documents are complete before preparation.
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Enter client data into tax software or CRM systems.
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Prepare preliminary information for tax preparers and track missing documentation.
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Assist with e-file submissions, signatures (Form 8879), and monitor return statuses.
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Maintain confidentiality and follow IRS compliance and office security procedures.
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Provide post-filing support to clients, including delivering copies of returns and tracking refund inquiries.
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Support office operations such as supply management, workflow tracking, and seasonal preparation tasks.