Executive Business Support Admin Tax Senior Associate

Profile

Executive Business Support Admin Tax Senior Associate
Duties: Serves as key contact for wealth management clients and engages in direct communication (both verbal and written) with clients on behalf of the practice leader and partners performing work for this client base. Prepares for client meetings by pulling appropriate documents and reviewing, as appropriate, such documents directly with client, with and without the partner present. Coordinates and manages the scheduling of client meeting and greeting of client(s) upon arrival in the office. Advises and supports clients on matters related to making tax payments and processing refunds. Responds to and processes requests from clients for tax related documents needed for a variety of client transactions (i.e. refinancing, new mortgage). Delivers completed tax return(s) to clients and tracks status of the return(s) for final processing. Ensures hard copy, paper returns are signed by assigned partner prior to sending to client. Works with tax processing to ensure e-file returns are processed accurately and timely. Assists clients with a variety of other matters related to their tax needs including interfacing with the firm’s Information Services practice on “secure mail” password resets. Document prep/production/review Interacts with lead partner and other Crowe personnel assigned to client(s) to coordinate delivery of work products. Creates engagement letters to include with current year tax return. Processes Powers of Attorney and delivers them to the government. Reviews and edits client documents for accuracy and quality before any deliverables are provided to client. Prepares written communication on their own behalf as well as initial draft of certain correspondence generated by the practice leader and/or other partners assigned to the client base. Responds to client requests where partner involvement is not necessary. Manages data input and other related activities as part of the firm’s Client Relationship Management (CRM) process and platform. Manages scheduling of external and internal meeting requests, including requests for interviews, speaking engagements for professional associations among others. Provides support in planning travel arrangements for practice leader and others. Helps to coordinate travel and other related logistics for clients traveling to the NY office. Supports general administrative needs such as copying and scanning, where needed.

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