• Extensive knowledge of tax law, audits, and accounting methods • Managed inbound and outbound calls or chats and gathered information and explaining options for the best outcome to customers • Knowledge in Federal and Various State tax returns • Ensured returns are filled in accordance with tax authorities • Provided advice and guidance on taxation • Generate customer interest in our products or services. • Provide personalized customer service and good critical thinking skills by identify customer needs, clarify information, research every issue and provide solutions and/or alternatives. • Provided resources such as mental health services and other community programs for not only individuals but small businesses. • Report and document on customer feedback to improve customer’s experience • Communicate in an empathetic manner with clients. • Interact professionally with culturally diverse individuals during stressful times across the country including Puerto Rico. • Handle confidential information professionally (personal information). • Managed and updated customers database with notes in SalesForce. • Followed communicate “scripts" according to subject. • Meet personal/team targets. • Attended team meeting through Zoom • Tax returns: 1040 Individual or Single member LLC • Tax returns: 1065 and 1120 guidance only WORKED WITH OUTLOOK, WORD, EXCEL, QUICKBOOKS, TURBOTAX, SALESFORCE, QUICKBASE

• Managed inbound and outbound calls and respond to clients’ inquiries and needs in a timely manner. • Managed and generated excel sheet to keep track of all clients ongoing record status. • Project - Created a workflow process for some counties in CA to efficiently train employees on the company’s goal. • Project – Created an excel spreadsheet to keep track of educational hours for employees. • Stayed within timeframe of projects to be completed. • Assigned tasks to the team and scheduled follow ups to stay within scope of work and handled any issues that arise. • Point of contact for status update of projects I handled • Constant communication with project team until deliverables are met • Connected to clients and directed them to the right resources or information needed. • Provide personalized customer service and good critical thinking skills by identify customer needs, clarify information, research every issue, and provide solutions and/or alternatives. • Submitted Referrals as needed to the Resource Coordinator. • Communicate in an empathetic manner with clients. • Interact professionally with culturally diverse individuals during stressful times. • Handle confidential information professionally (personal information and medical records). • Created reports and document as requested throughout the everyday changes happening in PHI • Managed and updated clients database with notes in SalesForce. • Followed communicate “scripts" according to subject. • Meet personal/team targets. • In charge of the teams meetings every two weeks. • Attended team meeting through Zoom or Microsoft Teams. WORKED WITH OUTLOOK, WORD, EXCEL, SALESFORCE, TRAIN, PERCIPIO, COURSERA

• Managed inbound and outbound calls or chats and respond to customer inquiries in a timely manner. • Generate customer interest in our products or services. • Provide personalized customer service and good critical thinking skills by identify customer needs, clarify information, research every issue and provide solutions and/or alternatives. • Provided resources such as mental health services and other community programs for not only individuals but small businesses. • Report and document on customer feedback to improve customer’s experience • Communicate in an empathetic manner with clients. • Interact professionally with culturally diverse individuals during stressful times across the country including Puerto Rico. • Handle confidential information professionally (personal information). • Managed and updated customers database with notes in SalesForce. • Followed communicate “scripts" according to subject. • Meet personal/team targets. • Attended team meeting through BlueJeans. WORKED WITH OUTLOOK, WORD, EXCEL, QUICKBOOKS, TURBOTAX, SALESFORCE, QUICKBASE

• Managed all correspondence for the company from Office to CEO level. • Created various company procedures in order to achieve a better work structure within the company. • Payment processing through Quickbooks • In charge of contracts and agreement documents • Utilized tools to monitor working hours, plans and expenditures • Kept track of all appropriate legal paperwork • Maintained the office areas as clean as possible. • Answered multiple phone lines. • Interact professionally with culturally diverse individuals during stressful times • Responded to emails and walk-in clients. • Coordinated all Project Management activities • Kept track and monitored all ongoing projects as well as potential projects. • Worked with the department Project Manager, Managers, Accounting Department, Vendors, to ensure all goals and deadlines were met. • Created and processed new contracts for any new Projects taken on by the company. • Processed documents for onboarding and offboarding employment. • Handle confidential information professionally (personal information and medical records). • Provided resources for not only employees but for prospective jobs • Collected payments. • Purchased needed supplies for the office. • Created all shipping labels. • Worked with Outlook, Word, Excel, QuickBooks

• Managed all correspondence for the company. • Handled and coordinated international transit of materials for projects. • Utilized tools to monitor working hours, plans and expenditures • Maintain chart of short term and long-term goals for the company • Experience in project management, from conception to delivery for clients • Prepared and interpret flowcharts • Maintained the office areas as clean as possible. • Answered multiple phone lines. • Responded to emails and walk-in clients. • Kept detailed track of all ongoing projects as well as potential projects. • Worked closely with the CEOs, Accounting Department, Vendors, Project Managers and Project Coordinators to ensure all goals and deadlines were met. • Created and processed new contracts within scope of work. • Collected payments, created invoices, issued receipts. • Purchased needed supplies for both the office or ongoing projects. • Multitasking and time-management • Created all shipping labels through FedEx for both local and international shipments and insured all proper documents were with each shipment. • Key holder to open and close office building. • Scheduled weekly team meeting through GoToMeetins. • Worked with Outlook, Word, Excel, GoToMeetings, QuickBooks.