Download tax documents from clients via Intuit portals and file in client folders
Retrieve documents via email or client submissions and maintain electronic filings
Review documents for completeness and accuracy; verify passwords when needed
Compare current-year vs prior-year docs and forward ~70–80% complete files
Communicate with clients to request missing documents and resolve issues
Provide admin support to the tax team during peak season and year-round

🎯 Requirements

Must-have: US Tax Admin
Nice-to-have: Enrolled Agent, US Tax documentation
Seniority level: Associate level

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