Operations

• Review and organize client incoming tax documents.
• Assist with intake of tax information and prepare for routing.
• Ensure all client documents are being tracked and kept current.
• Organize, scan and process tax documents.
• Assemble client tax returns following established procedures.
• Assist team in meeting strict government deadlines.
• E-filing and other final delivery type steps.
• Other responsibilities may include preparation of informational tax documents.
• General operational support and other responsibilities/tasks as requested.

Internal Operations Intern

Branch Operations Coordinator

Store Operations Manager – GM