Effective communicate with taxpayers to discuss audit procedures and obtain necessary recordsPrepare detailed audit reports and working papers to present findings and procedures of each auditReconcile expense and sales data with tax returns to understand taxpayers reporting methodAnalyze taxpayers data to generate sampling methods using Microsoft Excel (VLOOKUP, Hookups, pivot tables)Conduct meetings with taxpayers to address to address any questions or concerns throughout the auditEstablish and execute strict deadlines with taxpayersUnderstanding and exposure to various industries and their accounting proceduresMaintain a continuous caseload of 20+ audits at varying stagesPerform field work on remote on a timely manner

Inbound customer inquiries while meeting or exceeding quality standardsInvestigate when there has been a fraud activity on a customer’s accountDocumenting and researching all inquire information to resolve fraud or a merchant disputePrevent, secure, and protect Wells Fargo and Customers from fraud lossResolve situations and proceed with proper security steps when customers have been victims of online fraudMeet and exceed monthly quotasWork on and resolve claims in a timely manner for a resolution on customers account.

Inbound customer inquiries while meeting or exceeding quality standardsInvestigate when there has been a fraud activity on a customer’s accountDocumenting and researching all inquire information to resolve fraud or a merchant disputePrevent, secure, and protect Wells Fargo and Customers from fraud lossResolve situations and proceed with proper security steps when customers have been victims of online fraudMeet and exceed monthly quotasWork on and resolve claims in a timely manner for a resolution on customers account.