Manage the Initial Intake of Documents & Setting Up Workflow
- Download and print documents from clients uploading to our server
- Scan and print documents from clients dropping off in our offices/mailing
- Make sure documents are saved in our proprietary database
- Create an electronic ticket in our workflow software
· Assist in Managing Assigning Work to Team Members
- Insuring we received a complete set of documents from clients to assign work to staff members
- Following up with clients to ask for missing information
- With assistance from management, managing queues of different team members and making sure work is done/reassigned to balance workflow
· Efiling & Printing
- Once returns are complete and clients approve- insuring returns are saved in our work flow software
- Printing of efiling authorizations are printed
- Efiling of returns
- Post-Efiling--Checking on efiling to insure no errors with efiling and if there are following up with team members to clear and re-efile
· Efiling of Extensions and Miscellaneous Tax Forms
- Efiling of approximately 700-1,000 various extensions
- Efiling of miscellaneous tax forms such as it-204-ll and Delaware Franchise Returns
Duration: 12 months
Stipend: $1,000/month
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