SNEHA ROSE

Client Engagement Services (CES):

• Managed end-to-end e-Filing, posting, and submission processes for client tax documentation.
• Prepared and sent personalized welcome emails; compiled dashboard reports to keep internal and external teams aligned.

Billing:

• Independently handled GBT reviews and draft invoice preparation for private assignees.
• Prepared draft and final invoices, including for Wellington-based clients.

Assignment Initiation & Relocation (AI & R):

• Solely managed the briefing tracker and sent initiation emails and reminders to assignees and front office (FO).
• Scheduled client calls, tracked weekly briefing status, and ensured checklist posting in AI Database and Global One.

Global Coordination (GC):

• Coordinated with country teams for data gathering, case updates, and out-of-scope tracking.
• Drafted agendas, tracked TEQ/tax payment refunds, and sent dashboard reports to clients.
• Supported season kick-off communications in collaboration with senior associates.

Mailbox Management & Client Support:

• Handled client mailboxes for multiple Boston clients, ensuring timely task execution and response.
• Took ownership of AMT creation, tracker updates, and follow-ups with clients, assignees, and country teams.
• Led W2 and compensation info tracking while working closely with the tax team.

Leadership & Initiatives:

• Took initiative to lead billing and tracker-related tasks by the 4th month of joining.
• Stepped in during senior’s absence to ensure smooth operations.
• Demonstrated adaptability by managing multiple service lines (CES, Billing, GC, AI & R).
• Promoted collaboration and contributed to overall team success and client satisfaction.