
Kelly B.
Florida Business Filing and Administrative Services
Compétences

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Expérience professionnelle
Tax and Executive Administrative Specialist
Tax • Temps plein
Sep 2024 - Present • 2 yrs
Prepare individual and business tax returns and provide comprehensive tax and administrative support in a CPA firm. Responsibilities include tax return preparation, client communication, document review and organization, tax research, financial data entry and verification, preparation of business documents and filings, and general administrative support. Also provide executive-level support, including coordinating meetings, managing correspondence and follow-up, organizing information and documents, assisting with client and firm requests, and handling day-to-day operational tasks. Experienced with professional tax software and maintaining accuracy, confidentiality, organization, and attention to detail.