Cassidy Bailey Email & Phone Number

Chicago, Illinois, Us

- Analyze and prepare international tax returns of various complexities.- International experience includes Earnings & Profits studies, calculation of Subpart F income, GILTI,FDII, and FTC.- Managed and supervised the preparation and review process of international forms.- Efficiently worked with clients, partners, and staff to complete project deadlines and expectations.- Collaborated with other specialty groups within the firm to confirm each return was accurate and complete.- Participated and led presentations to train new team members in processes, international taxcompliance, and general accounting and tax training.

- Assumed a leadership role in absence of the supervisor, overseeing daily operations of the branch.- Performed tasks such as opening deposit accounts, and handling customer service requests.- Assisted the branch in meeting goals by generating new business through in-branch selling, outside calls, telemarketing, and targeted direct mailings.

- Provided exceptional customer service, ensuring accuracy and efficiency with every transaction.- Establish strong credibility with clients by providing accurate information to address concerns regarding their accounts and other bank products, resulting in achieving the customer loyalty and retention.- Led a company-wide initiative to increase customer awareness/ usage of mobile banking platforms resulting in a 5% increase in usage over the three month campaign

Chicago, Illinois, Us

- Applied knowledge to complete personal, trust, partnership, and corporate tax returns.- Accurately prepared and self-reviewed tax returns using ProFX software.- Efficiently worked with Reviewers and Partners to complete projects and meet client deadlines.

Bachelor’S Degree, Accounting

High School