Tax Intake & Client Records Specialist
Greco & O'Neal Wealth Strategies
Greco & O'Neal Wealth Strategies is looking for an organized Tax Intake & Administrative Assistant with basic tax knowledge to meet with clients, gather paperwork, and submit documents to CPAs for tax preparation. The role involves client intake, reviewing tax documents for completeness, scanning and organizing files, scheduling appointments, and maintaining confidential client records with professional communication. #J-18808-Ljbffr Greco & O'Neal Wealth Strategies
Vacancy posted 1 day ago
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