Wipfli

Administrative Tax Specialist

Highlights

CRM & Database Management

Managed CRM, GoFileRoom, Star, and Axcess Tax databases for 5,000+ clients, optimizing tax processes for efficiency and accuracy.

Tax Processing

Processed anywhere from 5 - 30 tax returns daily for mailing distribution, alongside countless electronic processing through SafeSend directly to clients.

Engagement Letters

Proofread and formatted 30 letters weekly in strict accordance with firm protocols, ensuring 100% compliance with industry regulations and internal policies to mitigate potential risks and liabilities.

Summary

At Wipfli, my role was vital in supporting the firm’s tax department. I ensured smooth day-to-day operations by assisting 10–20 associates with tasks like tax organizer preparation, document formatting, and client communication processing — all while maintaining strict compliance with internal and industry standards.

As with any tax accounting firm, tax season was fast-paced, and required daily output of tax returns to ensure deadlines were met.