Wipfli
Administrative Tax Specialist
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Core Responsibilities
Tax Processing & Routing
Processed and organized individual and business tax return documentation, routing files through GoFileRoom and SafeSend for secure delivery and signature collection.
CRM & Database Management
Managed high-volume client records within firm systems, ensuring accurate indexing, organization, and retrieval of tax documents in a deadline-driven environment.
Filing & Compliance Support
Reviewed supporting documentation for completeness prior to filing submission and assisted preparers in meeting strict tax season deadlines.
Summary
At Wipfli, I supported tax preparation workflows within a public accounting environment by processing and organizing individual and business tax return documentation. I handled intake, document routing, and secure delivery while ensuring materials were complete and properly tracked prior to filing.
My role involved managing high-volume client records, coordinating with preparers and administrative staff, and tracking deadlines throughout tax season. This experience required strong organization, accuracy, and the ability to work efficiently in a fast-paced, deadline-driven environment.