Prepare and review tax returns including paper, electronic filing, and sales data uploads to complete timely filing of client tax obligations. Review bank deposits and request additional funding for monthly tax compliance periodsCreate pivot tables and electronic data interchange files to complete monthly/quarterly/annual tax returns. Accurately assess penalties and interest and complete electronic payments to maintain tax compliance with jurisdictional notices. Performs the detail work of audits, reviews, and other assurance services for clients.Complete regulatory filings and reports with state and local authorities (e.g., annual reports, revenue reports, compliance filings, etc.)

Prepared quarterly and annual compliance reports. Prepared annual financial budgets and corresponding financial analysis. Reconciled client invoices and property tax billing on a monthly and quarterly basis. Reconciled trust accounts and statements.Reconciled construction project requisitions.

Deliver exceptional service to clients by answering general account inquiries. Accurately execute andconfirm trade orders as well as a variety of securities and account transactions. Quickly assess customer objectives and position solutions appropriately and effectively. Research and resolve client requests.Establish strong client relationships by exceeding client expectations and following through on commitments.Demonstrate knowledge of investments and financial markets and applied key principles appropriately to the individual client’s investment needs. Uncover additional client needs, deepen existing relationships and refer clients to partner businesses.

Proactively solicited new residential mortgage business while facilitating product sales to meet established loan quality and production goals.Established, developed, and maintained client referral relationships with potential and existing customers in order to develop new business through sales calls.Applied knowledge of market competition including evolving sales cycles, rules, regulations and guidelines from FNMA, FHLMC, FHA, and VA to inform clients of suitable loan options.

Instructed students in the mathematical modular system involving interest rates, data analysis, formulas.Performed reviews of previous assignments to ensure accuracy and completion. Instructed students on evaluating data to apply the appropriate problem solving strategy.