Catalyst Consulting Group LLCAdministrative Assistant
Jan. 2023 - Apr. 2025United States, Green Bay • Answer phones and greet clients, ensuring efficient communication and professional client interactions.
• Assemble, file, scan, and track tax returns, estimates, and extensions, maintaining accuracy and timeliness.
• E-File authorization forms and transmit returns/extensions, ensuring compliance with deadlines.
• Complete and submit certified mail for the department, ensuring timely and secure delivery.
• Maintain and organize client files, supporting easy access and retrieval of information.
• Streamline client communication and document management, enhancing office efficiency.