McMillian & Associates, Inc. specializes in State and Federal Tax Credits for start-up to Fortune 500 companies across the United States. Our team of professionals works with various industries including Manufacturing, Wholesale & Distributors, Technology, Finance/Banking, Food Service, Legal, and other service industries. As Project Leader, my repsonsibilities include researching, tracking, documenting, and preparing tax forms for tax credits, specifically the Georgia Retraining Tax Credit.

•Acted as main contact for multiple banks and trust companies that outsourced all bookkeeping tasks to Reliance •Coordinated with other departments within Reliance to satisfy the needs of Institutions

•Supervised IRA department employees and delegated tasks within department to ensure client’s demands were met in a timely manner•Ran queries and reports to track department efficiency and overall profit

•Acted as representative for Reliance by communicating with multiple foundation representatives and executing their demands •Reconciled earnings and account values for all foundational clients•Responsible for fulfilling purchase and sale requests and resolving settlement issues

•Issued checks for distribution and transfer accurately for Wells Real Estate clients•Initiated computerized processes for the purchase of Wells REIT investments

•Improved overall department efficiency by opening, closing, and managing IRA accounts•Ensured that proper IRS guidelines were maintained in the required distribution of assets from clients’ accounts •Provided prompt and precise customer service to account holders