Darliesha Tamasi

Tax Executive Administrative Assistant @Baker Tilly US

Boca Raton, FL, US

Executive administrative support to the Tax Department-Complete expense reports via WorkDay for tax partner-Manage & input CRM data HubSpot for tax partner-Monitor Practice Engine Pool for tax processing-Manage client documents within BOX-E-File tax returns via CCH and monitor for acceptance/ rejections-Update Practice Engine with all client data, tax jobs, etc-Prep FedEx packages as needed-Time Entry for tax partner -Prep Power of Attorney\'s via TaxTools-Tax Return processing/ assembly utilizing SafeSend Returns -Prepare & manage client Engagement Letters via HubSync-Enter new client set ups within Practice Engine-Prep Y/E Expense Spreadsheet for Tax Partner-Schedule and coordinate meetings for partners through Outlook calendars / zoom invites -Assist Tax Department Administrator as necessary -Support all professionals within the Tax Department, including scanning projects, preparing letters, forms, reports, project-based work, etc-Prepare IRS response notices via ConnectSuite - certified mail-Manage Jira tickets for the tax team