Skills

  • Accounting
  • Administration
  • Customer service

Experience

Emily McLendon

Work experience
  • Ensure that all forms, records, and reports are correctly filed and easily accessible, either physically or digitally.
  • Input client and tax data into the office's software systems or databases accurately.
  • Provide information or direct inquiries to the appropriate staff, such as questions about tax filing, deadlines, or documentation.
  • Schedule and confirm appointments with clients, ensuring they are informed of what documents or information they need to bring.
  • Communicate important deadlines, required forms, or updates to clients via email, ensuring professional and clear communication.
  • Gather necessary documents and help prepare tax forms under the supervision of tax preparers or accountants.
  • Send reminders about approaching deadlines for tax payments or documentation submission.
  • Ensure that office supplies, including tax forms and other materials, are stocked and available.
  • Bookkeeping tasks; payments, managing invoices, or assisting with accounting records.
  • Help onboard new staff or assist in training them on office procedures or tax-related processes.

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