Madison Gordon
Tax Administrator @ Aprio | Tax Administration
- Role
- Tax Administrator & Executive Support at Aprio
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Madison Gordon
My career and education have allowed me to exhibit a range of advanced personal integrity…
Experience
Tax Administrator & Executive Support
Jan 2022 — Present · Matthews, NC, US
Execute various administrative tasks, including travel arrangements (domestic and international), scheduling, submission of expense reports, setting up new clients, billing and other correspondence for South Atlantic Regional CEO and his family-Utilize SafeSend and CCH to efficiently deliver, e-file and check acceptances for multiple partners-Process, bill and send invoices to the clients of multiple partners-Handle client communication (phones, emails) and check in tax returns for multiple offices-Verify payment of outstanding invoices for multiple offices-Set up new clients-Create and send out custom engagement letters for e-signature-Train new and seasonal tax administrators-Assist with event planning (holiday parties, lunches, volunteer events)-Oversee receipt, review and processing of tax documents and assignment to the designated preparer-Resolve missing documentation through direct communication with clients-Complete electronic document scanning and archiving-Run financial reports (profit and loss standard, balance sheet, general ledger, trial balance, etc.)-Use a variety of softwares (Outlook, Excel, Box, Avii, QuickBooks Online, Citrix, Okta, Caseware, CHH Axcess, Practice Engine, PandaDoc, etc.)
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