Operations

• Review and organize client incoming tax documents
• Assist with intake of tax information and prepares for routing
• Ensures all client documents are being tracked and kept current
• Organizes, scans and processes tax documents
• Assembles client tax returns following established procedures
• Assists 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

Manager, Portfolio Operations – Hospitality