Own daily tax-practice operations, including client document intake, scanning, portal administration, e-signatures, return delivery, billing, collections, vendor coordination, records, and procedure documentation. Prepare tax organizers, simple individual Forms 1040 after training, extensions, e-file assemblies, authorizations, acceptance monitoring, and assigned Forms 1099. Support workflow improvements, software implementation, office coordination, and client communications in an in-person part-time role.

Own daily tax-practice operations, including client document intake, scanning, portal administration, e-signatures, filing records, billing, collections, payments, vendor coordination, office purchasing, and procedure documentation. Prepare organizers, simple individual tax returns, extensions, e-file assemblies, authorizations, acceptance monitoring, and assigned Forms 1099 after training. Improve workflows, support software implementation, communicate with clients and vendors, and maintain confidential records in an in-person part-time role.