Account Manager
CurrentUniversal Tax Services is a tax consulting firm specializing in Federal and State tax incentives program. • Managed 50+ accounts and was responsible to maintain a good relationship with clients to continue provide outstanding services.• Analyzed each client's income tax returns and determined if the tax returns need to be amended for a tax refund and/or tax credits.• Resolved issues daily with Franchise Tax Board (FTB) and Internal Revenue Service (IRS) regarding clients' accounts.• Coordinated and communicated with clients and their CPA in collecting income tax retruns, W2 copies, and other needed documents.• Created and presented Net Present Value and Profit & Loss Table to clients about their future savings from a Cost Segregation Study daily.