Tax Operations Intern
The Mather Group
01.2025 - 04.2025
- Received over 500 tax return client signatures, ensured accuracy of signed documents and electronically filed federal and state tax returns.
- Supported tax team in processing and distributing tax deliverables, ensuring timely completion of client documents.
- Created and maintained tax client households in SalesForce, ensuring accuracy of personal client information.
- Managed mailing of signature documents for clients without electronic options, facilitating compliance with tax filing requirements.