Fiduciary Tax Assistant
Supported quality assurance and documentation inquiries on behalf of Fiduciary clients (Personal, Foundation and Trust). Processed Tax Authority Disposition Notices for investigation of financial and non-financial discrepancies investigated late payments. Gathered documentation for IRS and Audit Report responses. Accurately executed data entry for various accounting, tax and fiduciary filing control information. Secured and managed duplicate statements, archived documents, processed stop payment requests, voided checks and requested reports for tax accountants. Utilized Omni, AM Trust, Trust Ease and TIMS Access systems. Supported projects assigned by manager and senior management.
- Recommended accepted local paperwork reduction initiative which was successfully implemented in stages. Initiative reduced time, paper expense, distribution and sorting of unused reports.
- Recommended time stamp solution for all incoming mail that was administered department wide.
- Assisted with User Acceptance Testing (UAT) for conversion to workstation.