Description 1. Gather, scan, and electronically bookmark paper and electronic documents for tax preparation (example, 1040 documents). 2. Provide initial review of data validation for input into tax return using Autoflow. 3. Collating tax returns, both paper and via Safe Send, and securely upload tax returns using Safe Send and transmit to clients for signature. 4. Build, maintain, and organize files within the Tax department, both electronically and physically, utilizing the systems and software provided. 5. Serve as general backup for all areas of client support in gathering information as needed to respond to client requests and inquiries in a timely and courteous manner. 6. Support with Year End correspondence – bulk mailing, consent forms, engagement letters, tax organizers, etc. 7. Administration and documentation of year end documents as received. 8. Responsible for adding new client workflows, importing client assignments, and adding new engagement binders. 9. Securely run reports for annual evaluations. 10. Release efile returns as appropriate and maintain efile system 11. Monitor for rejection notices from electronic filings and escalate any needed actions. 12. Assist with the batch extension process and updating due dates in workflow software. 13. Monitor Safe Send and download completed documents and organizers as submitted by clients to H2R. 14. Assist with workflow and production reporting. 15. Monitor CPE tracking for tax department. 16. Send and monitor CPE surveys for tax department. Requirements Administrative Assistance, Answering Inbound Calls, Administrative Office, Data Entry, Receptionist Duties TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .