Bret Heese Email & Phone Number

I have over 8 years of experience in the banking, finance and tax industry. At Jorns & Associates, I specialized in reviewing and correcting Employee Retention Credit (ERC) filings, ensuring they met the stringent requirements of tax authorities. With a focus on regulatory compliance and customer relationship management, I maintained an unwavering commitment to detail and accuracy. My background in Small Business Administration from Metropolitan Community College underpins a robust understanding of the regulatory landscape and client needs.In my transition from the banking sector, where I honed my analytical skills, to a tax specialist role, I have consistently prioritized precision and responsiveness. My collective success in navigating complex audits and inquiries speaks volumes about my dedication to excellence and ability to adapt to evolving regulations, ensuring maximized success. As a Quality Assurance Associate II and Lien Processor II at Bank of Montreal/ Bank of the West, I applied my skills in Treasury and Capital Markets Operations and Raw Data Analysis to ensure the accuracy and compliance of the bank's products and services.I have contributed to the quality and efficiency of the bank's operations, supporting various functions such as loan origination, servicing, accounting, and reporting. I am passionate about delivering excellence and innovation in the banking sector, and I strive to learn and grow in my field of expertise.