Respond to incoming client communications through text, email, and phone in a timely and professional manner.
Send reminders to clients about outstanding electronic signatures and required authorizations to ensure tax returns can proceed with preparation.
Follow up with clients regarding missing documents, incomplete forms, or additional information required by the tax preparation team.
Confirm IRS acceptance of submitted tax returns and update internal tracking systems to reflect current filing status.
Provide clients with guidance on checking their refund status and explain the next steps after filing.
Schedule consultations between clients and preparers or strategists while maintaining organized calendars.
Answer general client questions related to the filing process, document requirements, and timelines.
Maintain accurate communication records in the CRM or client-tracking system to ensure that all client interactions are documented.
Work closely with the tax preparation team to ensure clients remain responsive and files continue to progress through the workflow.

Black Wall Street of America