Completed compilation, review, and audit engagements along with personal and corporate tax returns.Supervised an audit team conducting both substantive and control testing for numerous audit engagements.Created various special reports, including financial forecasts, budgets, and tax planners.Met with clients to answer questions, discuss tax planning opportunities, and ensure that accounting procedures were followed.Performed general office duties, including filing, photocopying, mailing, and faxing.

Successfully answered general inquiries of clients, handled the transfer of calls, and set up meeting arrangements.Completed typing, assembly, and printing of insurance documents and forms, ensuring timely distribution to customers and providers.Contacted clients and outside insurance companies regarding pertinent information such as policy updates, address changes, and medical data.Organized client data into Maximizer Contact Management Software from paper files, creating a structured and paperless work environment.

Managed the drug store on weekends and was responsible for the calculation, reconciliation, and deposit of funds each day.Delegated tasks to a team of up to five employees based on the individual strengths of group members.Handled customer problems, concerns, and inquiries in a suitable and timely manner, showing respect and compassion.Trained new staff members, giving them one-on-one coaching and assigning them specific tasks to complete.