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Tax Client Intake & Administrative Assistant

About the Role We are seeking a highly organized, detail-oriented individual to assist with the intake of new tax clients. This is an hourly support role — no prior tax preparation experience is required. The ideal candidate thrives on structure, enjoys checklists, and takes pride in keeping workflows efficient and accurate.Key Responsibilities ?      Organize client intake process: Collect and track tax documents from new clients, prepare engagement letters and proposals, and answer client or potential