Assist tax professionals with preparing and processing federal and state tax returns. Collect and organize client documents, enter financial information, and review records for accuracy and completeness. Schedule appointments, communicate with clients regarding missing information, and maintain organized files while protecting client confidentiality. Provide secretarial and administrative support to ensure efficient daily office operations. Answer phone calls, greet visitors, schedule appointments, and manage correspondence. Prepare documents, enter data, maintain organized files, and order office supplies. Assist staff with daily tasks while maintaining professionalism, accuracy, and confidentiality